Sales extraction of both Invoice number and Reference number seperatly
Extraction and publishing of Customer Invoice reference numbers through to Xero.
Currently Dext only allows for the Invoice reference number to be extracted/Entered.
When pushing items through to Xero it places the Invoice number as the invoice number and Reference number but does not allow for the user to enter this into Dext.
Specifically the PO numbers received from customers need to be on our invoice and statements
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Poppy Hawkes
commented
Xero has an option for a sales invoice 'reference' number which is not an option on Dext.
It will be useful if Dext can have this as a separate column to the invoice number, even if we have to populate this figure manually and no Dext data extraction occurs, so we can have a separate reference number for the job/client number.
Populating this figure in Xero, by clicking into the sales invoice takes too much time and so this will help us move more clients onto Dext for sales invoicing.