Adding Purchase Orders and Letters of Credit to Purchase Invoices Using Custom Fields

Steps for adding additional information, such as credit memos or purchase orders, to purchase invoices using custom fields.

Answer:

You can add any additional data such as credit memos or purchase orders to a purchase invoice using the custom fields feature through the following steps:

1. Setting Up Custom Fields:

   • Go to Settings.
   • Select Custom Fields from the Settings menu.

2. Select the Service Type:

   • Select the service type Purchase Orders, Purchase Invoices, Debit Notes, and Simple Invoices

3. Specify the Field Type:

   • Select Text as the field type (example).
   • Enter a field name, such as: Purchase Order Number or Credit Memo Number.

4. Save:

   • Click Save to add the field.

5. Field Appears in Invoices:

   • After adding the field, the custom fields will appear on the Purchase Invoice page under the Additional Information section.

Additional Notes:

• Custom fields are flexible and can be customized to enter any additional information you need in invoices.
• You can filter invoices later based on these custom fields.