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ToddG34292
March 31, 2023
Question

Custom Field for receive payments?

  • March 31, 2023
  • 1 reply
  • 0 views

Greetings,

 

I need to produce a report weekly for payments on a few jobs. My thought was to create a custom field and use a unique code when we enter payment only on the specific jobs that we need to track for special reporting. The jobs and salesreps are different. Any suggestions? Thank you in advance!

1 reply

R
rvrfrf
March 31, 2023

Thanks for getting in touch with the Community, ToddG34292.
 

While custom fields can't be added to payments themselves, they can be added to sales forms, such as invoices. You can create either custom name or item fields.
 

Here's how to create custom name fields:
 

  1. In your top menu bar, go to Customer, then Customer Center.
  2. Double-click any profile on the list to open and edit it.
  3. Access your Additional Info tab and click Define Fields.
  4. Name the field in its Label area.
  5. From your Use for column, specify where to add custom name fields by ticking the available checkboxes.
  6. Select OK.

 

The steps for adding custom item fields and tracking this data will be a bit different.
 

Another solution is using class tracking. This allows you to track account balances by department, business office or location, separate properties, or any other meaningful breakdown for your business. To get started with creating and using classes, you'll need to turn it on.
 

I'll be here to help if there's any additional questions. Have a wonderful day!

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