ok I have some work I am doing for someone else and her prices are different to mine. I am trying to play around with ideas on how to be able to tell when its one of her customers.
I did put in a custom field not printed in customers her name thinking that when I did an invoice I bring up the customer name and it would show me but it does not. Then I thought I would put it in as code in the customer put that prints out in the invoice .
What I need is to be able to tell if its her client or mine I am invoicing
If it’s your responsibility to invoice this customer, but you somehow want to indicate that it’s different in some way (e.g. so you know to invoice at a different rate), you could just put something subtle in the customer name.
For example, start or end the customer name with an asterisk (*) or a period (.) - while these will appear on invoices, it will be meaningless to them.
e.g.
Happy Co
vs
*Happy Co
Possible new feature:
That having been said… I have custom fields for the billable rate for each customer in my business. I’d love to see those displayed in customer drop-down fields alongside the name. Sounds like something that would be useful to you, as well.
At the moment I need to jump over to the customer tab just to check how much I should be charging every time.