How to Use Purchase Order Numbers for Orders Sent to Xero

Modified on Fri, 29 Sep 2023 at 07:02 AM

The first step is to install the Purchase Orders for WooCommerce plugin https://en-nz.wordpress.org/plugins/purchase-orders-for-woocommerce/.  This enables the PO number and any other details such as name and address to be captured at checkout – The settings for this are found under WooCommerce/Settings/Payments.

The PO number will then appear in the order and also in the invoice.  At present Xero doesn’t permit custom fields so the information is presented as a line item on the invoice.  The PO number can also be used as the invoice reference.



 

 And with the PO number in the invoice reference box:




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