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Purchase Order on Invoice

  • 1.  Purchase Order on Invoice

    Posted 28 days ago
    Hello,

    On my Registration Details page the attendees have an option to add a Purchase Order number
    If they entered information into this field - how can I get it to appear on the invoice?

    Kind regards
    #Flex-Creating/ManagingEvents

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    Lisa Tubb
    Smartrak
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  • 2.  RE: Purchase Order on Invoice

    Cvent Staff
    Posted 25 days ago
    Hi Lisa,

    Can you confirm that the Purchase Order field is a Custom Contact Field, and you are using Cvent's Invoice feature through the Badges & Certificates section? If so, you can add a data tag for the Custom Contact Field onto the designer.

    Best,
    Danni

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    Danni Czark
    Lead Client Success Advisor
    Cvent
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  • 3.  RE: Purchase Order on Invoice

    Posted 25 days ago
    You can create a data tag. Check out this article: https://support.cvent.com/apex/CommunityArticle?id=000002458&Lang=en_US&searchTerm=add%20Purchase%20Order%20numbers%20to%20the%20invoice. Hope it helps!

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    Melissa Thuston
    Sr. Corporate Meeting and Event Planner
    Halliburton Energy Services, Inc.
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  • 4.  RE: Purchase Order on Invoice

    Posted 25 days ago
    It sounds like you created a field, but not a data tag. If you create it as a data tag, you can then use that data tag in your invoice, in the same way you would use a data tag for a first name, for example.

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    Lori Wildman
    Senior Marketing Manager
    DuCharme McMilllen & Associates
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  • 5.  RE: Purchase Order on Invoice

    Posted 21 days ago
    Add a data tag to your custom field and they should be able to export into the report

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    Kim Schechter
    Program and Administrative Manager
    Executive Director Inc.
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  • 6.  RE: Purchase Order on Invoice

    Posted 20 days ago

    I'm assuming you turned on the option: "Purchase Order" in your pay path's tab summary & payment.....

    If yes, "Purchase Order" should show-up as a payment, under data tag:  {[C-PAYMENT METHOD]}.

    Then creating a data tag for the registrants entry is the cleanest way to make it happen on the invoice. Create a data tag for the custom field. Add both data tags to your invoice via the badges and certificates function.



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    Jacqueline C. Ward, CMP
    Director, Continuing Legal Education & Special Events, UNC-Chapel Hill
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