Job Description Add Field Settings For Free

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.

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

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.

Here's how:Go to List > Templates.Click the Templates drop-down menu located at the bottom or press Ctrl + N on your keyboard.Choose New.In the Select Template Type window, select Invoice and then click OK.Click the Layout Designer button in the Basic Information window and add the new columns.More items...?Sep 26, 2019

To create a custom field in Keap, go to any contact record:Click Edit at the top right of the page.Scroll to the Additional info section at the bottom of the record and click Add custom field.Give your custom field a descriptive name, choose the field type (text or date is supported) and then click Create field.More items...

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

On the Custom Options page, click Jobs under the Company Custom Fields section. On the Custom Fields: Jobs page, click the Add Field button to create a new custom job field, or click on an existing field to edit that field. On the New Job Field page, customize the new job field.