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Custom Fields and Printable Views


The following can be used for both Receivable and Payable Object for creating their corresponding Invoice or Purchase Order printable view.

  • Start by creating a custom field either on Receivable or Payable Object and add it to its "Page Layout"





  • Open any "Receivable" object and click on Edit. This will open an enhanced Receivable


  • The enhanced view and click on "Update Page Layout". "Update Page Layout" will reconstruct the Enhanced view pulling the fields.

 

Once you click on "Update Page Layout", do not change or leave the page until it refreshes itself.

 

 

  • Now Click on "Update Print Layout". Find the custom field and select the section to display it.



 

  • Save, and go back to the Receivable Object and click on "Print PDF". You can see the new custom field display in the printable view.



Invoice Logo Setup

  • Go to your Documents ->AccountBook folder
  • Select the "Printable Logo", update it with the logo you would like to use.


 

 

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