The ability to create a custom field within a contact with a piece of data that will remain constant and show this field in all invoices
Most of our customers allocate us a 'Vendor Code' and I am trying to find a way to associate this with the contact so that whenever an invoice is created for a customer, our Vendor code (as we appear in their system) is displayed in the details box (i.e. Invoice number, date, terms, Po, Vendor code)
The only work around I can currently find for this is to add as a customer field in the address section - not ideal and easily missed
Anonymous
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Hi there,
Zoho Invoice allows you to create custom fields for customers with the preferred data type.
For example, if you create a custom field called “Vendor code”, you’ll have the option to associate a vendor code for each of your customers.
To display them in all the PDFs, you can simply choose to display the custom field in the customer address format (in Settings > Preferences > Customers).
If you have any questions, feel free to reach out to us at support[at]zohoinvoice[dot]com
Regards,
Reshma