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Show custom fields on documents

We know that not every business is the same, and therefore we provide you with a bunch of custom fields that can be added to your documents.

In order to specify these fields, visit the Settings page, click on the Documents tab, and scroll down to the Custom Fields section.

Custom fields can be customised differently for each document type, just click on the different tabs that represent different document types.

Specifiable Options

  • Show Account Nr? - This determines if the clients' account number is shown on the document.
  • Show Order Nr? - Whether or not the Order Number is shown on the document.
  • Show Paid By? - Whether or not the Paid By field is shown on the document.
  • Show Due Date? (Invoices only) - Whether or not the Due Date is shown on the document.
  • Show Contact Name & Surname? - Whether or not the client' contact name & surname is shown on the document.
  • Prepend & Append - Document numbers can be automatically pre- or appended with these specified values.
  • Custom Field 1 - 3 - Allows you to add custom fields, the values of which can be entered when creating the document.  These labels can also be changed while setting up a new document.
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Ons is beïndruk en ons kyk nooit weer terug nie

Dankie vir goeie diens Adriaan.

Ek moet sê, dat ek verskriklik skepties was toe JP die eerste keer aan ons die stelsel voorgestel het. Maar hy het ‘n paar keer aangehou en ek het na al die gekarring bes gegee en dit was voorwaar die heel beste besluit wat ek nog ooit kon maak.

Die stelsel het ons werk massief vergemaklik en die beheer (saam met die geskiedenis) wat ons nou het oor die produkte het ure en ure se gekrap tussen manuele werkkaarte en naslaan van herstelgeskiedenis so vergemaklik dat ek in my dag des lewens nie weer met daardie arkaïese stelsel opgeskeep wil sit nie.

Baie dankie vir die wysigings wat gedoen is oor die verloop van byna drie jaar.

Sarel Botha - All Power
valued client Tupperware (Jolanda Yssel)
Tupperware (Jolanda Yssel)
valued client Dayaway Trailers
Dayaway Trailers
valued client SkipCOZA
SkipCOZA
valued client ALLAN & SON ENGINEERING
ALLAN & SON ENGINEERING
valued client AutoVision
AutoVision
valued client VDM VERVOER (PTY) LTD
VDM VERVOER (PTY) LTD
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Effective
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Sparkle Pools
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B&K Pumps
valued client Pump Doc
Pump Doc
valued client Texas Engineering Support CC
Texas Engineering Support CC
valued client Top Maintenance
Top Maintenance
valued client All Power Trust
All Power Trust
valued client PC911 cc
PC911 cc
valued client rsw Development NPO
rsw Development NPO