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October 28, 2019
Question

If i have a customer with multiple job locations how do i add a job location section to my invoice templatesAlso how do i add a customer purchase order box to my invoice

  • October 28, 2019
  • 1 reply
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1 reply

October 28, 2019

Hi info543,

 

To add job locations in your invoices, you will need to add them as custom field.

 

To do this, follow these steps:

 

1) Go to Gear icon

2) Click Custom Form Styles

3) Select your invoice template

4) Click Content

5) Click on the top box

6) Find the + Custom Field button and click

7) Enter your Custom Field name and tick the box next to it

8) Click Done

 

This will allow you to now enter a job location when creating and sending your invoices to customers.

 

Also, when you refer to 'customer purchase order box' could you please provide some more context for this?

 

Kristian