HealthyInn's avatar
HealthyInn
12 years ago
Status:
Archived

Sales: Custom field that can be searchable/filtered by

Would be really great to be able to add notes to an invoice like a provider number, license number etc...   "Custom Invoice fields"
Sales
TimN's avatar
TimN
Cover User
4 years ago

Add a 'Project' column to Essentials 'Invoices' and 'Quotes' listing. This would make it soooo much easier to quickly identify the right Invoice when one client has multiple projects. See mockup attached. 

Thanks.

  • Ed_'s avatar
    Ed_
    4 years ago

    The way I do it is to put the Project/Job name in as the Customer's Purchase Order Number on the Quote/Invoice, which will then show up on your lists. This may help you in the meantime.

  • TimN's avatar
    TimN
    Cover User
    4 years ago

    Thanks Ed_.  That's a good workaround :)