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"
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- Open any "Receivable" object and click on Edit. This will open an enhanced Receivable
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- The enhanced view and click on "Update Page Layout". "Update Page Layout" will reconstruct the Enhanced view pulling the fields.
Note:
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Once you click on "Update Page Layout", do not change or leave the page until it refreshes itself. |
2. Click Print Layout1. Add it to Page Layout
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- Now Click on "Update Print Layout". Find the custom field and select the section to display it.
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- 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.
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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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