Re: Why does my invoice word doc contains PO# while pdf doesn't?

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Robert Support Team

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Why does my invoice word doc contains PO# while pdf doesn't?

Question: Why does my invoice word doc contains PO# while pdf doesn't?

 

Note: PO number is populated in the customer account.



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Robert Support Team

Support Team

Support Team
Posts: 205
Registered: ‎08-08-2016

Re: Why does my invoice word doc contains PO# while pdf doesn't?

Answer:

 

"Invoice Word" and "Invoice PDF" work a little different. "Invoice Word" takes real time data and generates the invoice with that information. "Invoice PDF" takes a snapshot of the all values at the time that invoice was generated.

For example, lets say this account didn't have a PO number. When you invoice it and view the invoice in PDF or Word, the PO number field would be blank in both.

 

Lets say, a month later, you added a PO number in that account. If you view the invoice in Word, it will take a latest information from the Account and populate the PO number in the invoice. If you were to view the PDF file, the PO number will not be populated because it's still taking information before the PO number was updated.

 

In order for the PO number to be populated in the PDF file, you need to regenerate the invoice for pdf so that gets the latest information. The below steps will show you how to regenerate it.

 

  1. Find the invoice.
  2. Click the "More" button on the top right.
  3. Click on "Regnerate Invoice PDF" link.
  4. Click "OK" button.
  5. Done.

pdf3.png



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