I am using the desktop version and it seems the customer setup fields are limited. The online instructions show many fields, as well as custom fields, but I cannot find out how they can show up in the desktop app. There is instructions to add fields that will show in the customer files, but when I create a field, still no show.
Please advise - thank you.
Okay, so I figured out how to make the fields work.
Now, I need to figure out if you can do monthly invoice memorization so that invoices automatically generate each month.
Its easy…you wont have any problems
@nyrainman The process to create a new recurring sales invoice is -
Setting → Recurring Transactions → Recurring Sales Invoices.
If you have a existing sales invoice, view that invoice and select from the Copy to menu item
