adding notes field to a timebilling invoice

David_Hine

Hi

When I make time billing records using the Activity Slip form, I include text in the Notes text box about the purpose of the activity.

I would like to include this in my Time Billing invoices.

When I go to customise the table in that invoice template, I see I can include a Notes section in 'Show/Hide Columns' . This does not set up the right field in the cell below. I end up with a column with the label 'Notes' but the cell under that is not [Notes] or something similar, it is [Description - BackOrderedLabel]. As a result, there is no content.

 Could you kindly assist me to get the data from the field 'Notes'

Tracey_H

Hi @David_Hine 

 

Sorry for the delay in replying to you. The Notes column in Show/Hide Columns gets it data from the Notes column when entering a Time Billing invoice:

 

 

The Notes field from activity slips is not a field that can be added to Time Billing invoices. The help article, Fields and columns you can add to forms, has detailed information to help with personalising your invoices.

 

Please let me know if you need further help.

 

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