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Invoice template, i need to add account number fields

Question asked by evansj2 on Apr 3, 2014
Latest reply on Apr 15, 2014 by philmodjunk

Title

Invoice template, i need to add account number fields

Post

     hello all

     I used the Invoice template as a starting point and because we rarely take cash/credit I need to add space for account numbers. One client may have as many as 15-20 different accounts they use throughout the year and they are not shared with anyone else.

     When I create an Invoice I would like to be able to pick from a list or Add one. So I guess my question is what's the best way to do that?

     I created a text field named Account Num and have it showing up in the right spot when I print.

     Jim

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