Job Description Insert Payment Field For Free

Invoice DescriptionGo to the Reports menu at the top.Select Sales, and then Sales by Customer Detail.Tick the Customize Report button.Under Columns, mark the next to to Memo.Click OK.Dec 22, 2020

From customer and vendor profiles:Go to the Customers tab or Vendors tab.Find and open a customer or vendor profile.Select Edit.Go to the Custom fields tab. To create a custom field, select + Add custom field. Fill out the info about the field, then select Save.Select Save to save your changes.

To add Custom fields to an invoice,Navigate to Gear icon > More Settings > Preferences > Invoice.Go to Custom Fields and select + New Custom Field.In the Custom Field dialog box next, enter the Label Name, Data Type and select if it has to appear in all the PDF and click on Save.

Right Click the Items List, the Items listed in Inventory Center, Chart of accounts, Customer or Vendor Names, etc, to see the Customize Columns tool. Add Description from the left to the right. Now, in Centers, if you are viewing it, you can "find" it, from the Find box above the names.

Set up a jobFrom the Customer menu, select Customer Center.Select the customer you're doing the job for.Select the + menu, then select Add Job.Enter the name of the job, then select the Job Info tab.Fill out the Job Information fields.Select OK.Jul 28, 2021

How to search an Invoice by "Project Description" field?Go to the Edit at the top menu.Click Find then choose the Simple tab.Filter the transaction by the customer's job and date.May 25, 2021

Add Job Description data field to invoicesGo to Customers.Select Customer Center.Open the profile of your customer where you wanted to assign a custom field.On the Additional Info section, select Define Fields under CUSTOM FIELDS.Enter Job Description as the label.Put a check on the Cust, Trans, and List columns.More items...?Oct 21, 2020