If you need to, you can easily add a custom reference to your order (which will also be displayed on the invoice) in Engage. You will need to have the finance role. 


To locate your order page in Engage

  1. Log in to Engage and navigate to the Finance section by selecting 'Finance' from the navigation bar.
  2. Select 'Orders' to navigate to the Orders page.

To add a custom reference to your order.

  1. Find the order in question and select the reference Number to open the order
  2. Once open, select the edit custom reference button
  3. A pop-up for editing the order reference opens. Enter the custom reference in the 'Order Reference' field, then click 'Save' to apply your changes. 

The custom reference is updated on the order details and it also pulls through when generating your invoice. 


Need help? Use the live chat in the bottom right corner of your screen or email us at [email protected].