Purchase Order Number

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

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

In Chargebee, PO Numbers help streamline procurement and payment processes by linking invoices to purchase orders for easy tracking and reconciliation. You can add, update, and display PO Numbers on invoices, subscriptions, and customer portals, ensuring clear reference for both buyers and sellers.

Adding/Updating PO Number in Chargebee

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

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 change of subscription.

Enable PO Number in the Hosted Checkout Page

Enabling PO Number in your Hosted Checkout depends on the Hosted Checkout version you have 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 in the Settings > Configure Chargebee > Checkout & Portal > Configuration > Advanced Settings.

If you would like to change the text for the same, this can be done 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:

The PO Number details are included in the Invoice and Subscription export files. The PO Number can also be added as part of the email notification sent to the customer using Mail Merge Fields.

Updating PO Number via API

The PO number can be added/updated using the following APIs:

• Create a Subscription.

• Create a Subscription for customer.

• Update a subscription.

One-Off Invoice

One-off invoice is the invoice generated consisting of no-recurring items alone.

Currently, you can add 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