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    Customer Invoice and Quote Line Custom Fields

    Gain insights into how to customise the fields for customer invoices and quotes to match your business needs.

    To access and setup the settings option for Invoice and Quote Line Custom fields go to the Invoice and Quote Line Custom Fields option under the Settings > Customers menu.  

    To add a custom field select the +Add option

    Select a field Type eg phone, date from the list available. A Preview field will display that will allow data to be entered to show what it will display like on the invoice. Enter a short Code and description / Label for the field then Save.

    Select the custom field from the list to display the box.

    Selecting the Spill menu will allow the field to be de-activated

    Options List 

    If a Custom Field Type of Option/Tag list is selected an additional List option will be available. The contents of this list come from the options created in the Custom Field Lists tab.  

    To create an option in the Custom Field Lists tab select +Add and under the List Details section enter a Code and Label. Create the list by doing the same under the List Items section selecting "+" after each option       

    Use the rubbish bin to delete an entry or the pencil icon to activate editing it. 

    Back on the Custom Fields tab the list field will be available for the Option/Tag List type 

    The Preview field will display all of the options available. 

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