Purchase Order Number

A Purchase Order (PO) is a document generated by the buyer to authorize a purchase transaction. A PO Number uniquely identifies a purchase order and is generally defined by the buyer. The buyer matches the PO number in the invoice to the Purchase Order.

When the buyer purchases a subscription and provides a PO number, it is associated with that subscription and displayed in all invoices for that subscription.

Adding/Updating PO Number in Chargebee

a) Creating a subscription, or

In Chargebee, you can add or update the PO Number while: a) Creating a subscription, or b) Changing a subscription.

a) Web Interface (Invoice Details Page) b) The Hosted Checkout page during sign up, or

Additionally, your customers can add or update the PO Number via: a) Web Interface (Invoice Details Page) b) The Hosted Checkout page during sign-up, or c) The Customer Portal during subscription changes.

Enable PO Number in the Hosted Checkout Page

Enabling PO Number in your Hosted Checkout depends on the Hosted Checkout version enabled in your Chargebee site.

Single Page Checkout: PO Number can be enabled in the Additional Information section under Settings > Configure Chargebee > Checkout & Portal > Field Configurations.

In-app Checkout: PO Number can be enabled under Settings > Configure Chargebee > Checkout & Portal > Configuration > Advanced Settings.

If you would like to change the label text, you can do so under Settings > Hosted Page Settings > Text Configurations.

The PO Number can be viewed in:

• The subscription's details page (in the web interface)
• The invoices associated with the subscription
• The Customer Portal under Subscriptions

Export and Mail Merge Fields:

PO Number details are included in the invoice and subscription export files. The PO Number can also be added to email notifications sent to the customer using Mail Merge Fields.

Updating PO Number via API

The PO Number can be added or updated using the following APIs:

• Create a Subscription.

• Create a Subscription for customer.

• Update a subscription.

One-Off Invoice

A one-off invoice is an invoice generated for non-recurring items only.

Currently, you can add a PO Number to one-off invoices only via API. PO Number can be added to one-off invoices using the following APIs:

• Create an invoice

• Create invoice for charge

• Create invoice for addon