This feature is available on all Goodshuffle Pro Plans.
Background
Purchase Order Numbers (PO numbers) are often required when a client’s Accounts Payable department needs a unique reference before releasing payment.
Goodshuffle Pro allows both you and your clients to add a PO number to a project once the contract is signed.
Vendor View
As the vendor, you can add a PO number directly from the “Contract” tab of the project. Simply click “Add PO Number” to enter the identifier.
Client View
Once your client signs the contract, they’ll see a link labeled “Add PO Number” just below the “Make Payment” button.
After clicking this link, a form field appears where the client can enter their PO number.
Once saved, the PO number will:
Appear on the invoice.
Be included in the printable version of the invoice.
Automatically notify any Sales users on the project via email.
Attach a copy of the signed contract with the PO number included to the project files.
Conclusion
Whether added by the vendor or client, once a PO number is saved on a signed contract, a new version of the signed contract—with the PO number—is generated and stored as a file in the project.
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