Q: Can you print out the custom fields that can be created for documents?

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• Custom Fields

  Overview Custom Fields allow users to add additional, user-defined data points to various modules in CustomBooks™, such as Companies, Sales Invoices, Items, Purchase Orders, etc. These fields can store information that isn’t part of the default ...

• Creating Custom Fields : How to create inventory items with multiple, reportable Custom Fields?

  Creating Custom Fields Steps : 1. Navigate to Quick Menu → Settings → General Settings.  2. Under the Custom Fields section click on the Custom Field link. 3. Expand Product folder by clicking the + icon next to it and select Common (for all item ...

• Customizing Print Forms using Print Form Templates

  What Are Print Form Templates? Print Form Templates are pre-designed layouts or formats used to generate standardized printed documents such as invoices, receipts, purchase orders, and other business forms. These templates provide a structured ...

• Deleting Documents

  Removing, deleting and voiding documents - what you need to know. Certain documents in CustomBooks™ may be deleted if they were created by mistake or are not needed. Please read the following guidelines and rules for removing documents. Documents may ...

• Emailing Documents with Attachments

  Emailing Documents with Attachments Currently, there is no way to attach files directly through the default document emailing screen (the "Email" button) in CustomBooks™. As a workaround, you can send the email from the Print Preview screen, which ...