Topic: Customer Reference |

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March 20, 2019 at 9:39 am #2818

marktowers
Buyer

Post count: 171

Hi,
I’ve been asked a few times by customers if they could have the option to add their reference number to invoice.
The only way I can see this is possible is to add a customer note, but all that does is send an email saying a note has been added to the invoice, which shows on the so I think it would be better if this was an optional field.
This may be something you could consider as part of core build and in the meantime I would very much appreciate your advices on how this could be added.
Cheers,
Mark

March 20, 2019 at 11:41 am #2819

Guust
Moderator

Post count: 29970

Hi Mark, if there is a field you do not really need at Invoices > Misc tab > Field Settings, then you can “translate” that to “reference number”.
I’ll get the developers to have a look too at your question in case they have any other tips.
Thanks

March 20, 2019 at 11:54 am #2820

Patrik
Moderator

Post count: 1971

Hi,

Can you give me an example for which purpose and where you want to add the reference number field? Do you want it on the checkout page or in edit invoice on the backend?

Regards,
Patrik

March 20, 2019 at 11:33 pm #2821

marktowers
Buyer

Post count: 171

Hi Guust. I did consider this however all the fields are in use so unfortunately I can’t use this option.

Hi Patrik. So far I have only been asked me to quote their reference number when sending an invoice. I guess they need it for internal accounting purposes; They may perhaps need this in order to get their finance team to make the payment for their listing.

So, at the moment I only need this as something to be edited on the invoice in the backend, however, it might be worth giving it some thought to see whether there would be benefit in having this at checkout.

Hope that makes sense. 🙂

March 22, 2019 at 5:54 am #2822

Patrik
Moderator

Post count: 1971

Hi,

Regarding adding this into core we will add the task in our tasks list. Meanwhile, you can achieve this with minor customization. You can create a custom field for the wpi_invoice post type and use it as a reference number. We have given hooks and filters to make our plugin scalable. So you can display the same reference number on checkout or on the Invoice detail page. You may need to take help from the developer for this.

Regards,
Patrik
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