Hi there,
Since this is your first post in the Community, I'd like to give you a warm welcome. I'll be glad to give you a hand with adding a custom field on your invoice.
Adding a custom field will allow you to add the WCB number on your invoice and other sales forms if you wish.
Add a custom field to sales forms
Custom fields on sales forms are great for if you need to add some extra information for your customer. Here's how to set up the custom field.
- Click the Gear icon in the upper right-hand corner of the page.
- Choose Account and Settings.
- Click Sales in the left menu.
- Click the Sales form content section to begin editing.
- Add a Custom field and check off both Internal and Public.
- Hit Save.
- Click Done to exit Account and Settings.
Now when you create invoices, you'll see that field. It'll only appear on the form if you enter something in that field.
Use the "Message on invoice" section to add the number
You can also enter this number each time you create an invoice that requires this number, you can use the Message on invoice section to enter the WCB number. Again, this will mean entering the number each time.
Give these steps a try and let me know how you make out. I'll be on standby in case you need further assistance.
