Custom fields in drafts

You can add custom fields to the entry layouts of the actual costing, draft invoice and project invoice. Use the Management Tool to add the custom fields. You can also add these fields to the reports for the invoices.

To add custom fields to a draft invoice entry layout:

  1. Go to: General / Management / Management tool.
  2. Open the properties of the Project invoice function group.
  3. Click on Yes in the message.
  4. Select the Draft or Draft line file.
  5. Go to the tab: Fields.
  6. Click on: New.
  7. Complete the fields.
  8. Click on: Finish.

    You can add another field immediately.

  9. Click on: Cancel.

See also

Directly to

  1. Configure draft invoicing
  2. Set up drafts
  3. Set a counter
  4. Set up a sales contact
  5. Custom fields in drafts