custom_fields
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custom_fields [2014/10/22 08:17] Lisa Adams |
custom_fields [2014/10/22 12:44] Lisa Adams |
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| - | ====== Custom Fields ====== | + | ====== Custom Field Editor for Client ====== |
| - | Setup > General > Custom Fields | + | [[https://billing.snapbill.com/setup/clients|Setup > General > Custom Fields]] |
| You can add your own custom fields to store data on client accounts. These custom fields are displayed in the Invoice Center and client details table of your client’s account. | You can add your own custom fields to store data on client accounts. These custom fields are displayed in the Invoice Center and client details table of your client’s account. | ||
| - | ==== To add a custom field for a client ==== | + | ==== Adding a custom field for a client ==== |
| * The Client fields column on the left contains the custom fields currently present on client records. | * The Client fields column on the left contains the custom fields currently present on client records. | ||
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| ^ Function ^ Sub-Functions ^ Description ^ | ^ Function ^ Sub-Functions ^ Description ^ | ||
| | Commission code | | Creates a field that links a commission code to a client account. Used only for Enterprise insurance users. | | | Commission code | | Creates a field that links a commission code to a client account. Used only for Enterprise insurance users. | | ||
| - | | Invoice detail | some colspan (note the double pipe) | Creates a field that appears on invoices (Full tutorial on [[http://support.snapbill.com/custom-fields-for-invoices|Custom Fields for Invoices]] ) | | + | | Invoice detail | | Creates a field that appears on invoices (Full tutorial on [[http://support.snapbill.com/custom-fields-for-invoices|Custom Fields for Invoices]] ) | |
| See also: | See also: | ||
| [[Custom Fields for Invoices]]; [LINK to SETUP>SERVICES>CUSTOM FIELDS] | [[Custom Fields for Invoices]]; [LINK to SETUP>SERVICES>CUSTOM FIELDS] | ||
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custom_fields.txt · Last modified: 2014/11/04 09:30 by Lisa Adams
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