Update Additional Client ID

The Additional Client ID field on the agreement details page lets you enter a purchase order number that will be displayed on your invoice.

When you create an agreement, the Additional Client ID field is initially empty. You can update this field with a value for billing and invoicing purposes.

Updating the additional client ID

To update the Additional Client ID field:

1. Navigate to the Agreements page.

2. Select the link for the agreement in the Agreement column.

3. On the agreement details page, select the Details tab. Then, select Edit.

Details tab of an agreement

1. In the Edit ID dialog, enter the new client ID and select Save.

The updated ID is displayed as a Client ID within the Additional IDs section on the page. This same ID is also displayed on your invoice as the PO number.

Note that if the value you enter exceeds 20 characters, only the first 16 characters are shown on the invoice, followed by 3 dots (...). For more information, see Understand Your Billing Documents.