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 ...
Invoices and other lists can be filtered by any field in the document. To illustrate: We'll use the example of a date range of January 1, 2024- May 31, 2024. 1) Start by clicking the More Actions → Settings button and choose Configure List. 2) In the ...
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