Is there any way to make a customer field on a job show up on the invoice?

Previous ContributorPrevious Contributor
Former Community Member

A lot of our customers require a PO number on the invoice. We currently have a custom field on the job that shows up on the call booking screen so that our dispatchers remember to get the PO number. In order for it to show up on the invoice, we have to copy that number and put it in the "Customer PO #" also on the job page. We want to know if there's a way to make it automatically populate in that box or just have that custom field show up on the invoice.

3 REPLIES 3

qpdispat
New Contributor

We also need this, and it is still not an option in 2023. There should be a way to edit the things you need on an invoice!

woodallj
New Contributor

I have emailed Service Titan about this a few months ago and was told there is not a way to make custom fields populate onto an invoice. I am hoping this is something they can do soon.

sherie
New Contributor II

I need this as well! We have work order numbers for 90% of our jobs.