Customer Reference

This topic contains 4 replies, has 3 voices, and was last updated by  Patrik 3 years, 8 months ago.

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  • #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

    #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

    #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

    #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. 🙂

    #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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