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August 22, 2023

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How to add Vehicle number to an Invoice on Web

How to add Vehicle number to an Invoice on Web

Step 1: Go to “Sales” and select “Invoices”.

Now, click on the “Document Settings” Option at the top right corner of the screen.

Step 2: Select “Add Custom Fields”.

A new form appears. Here, select “Document” from the navigation bar and click on “ + New Custom Field”.

Step 3: Add vehicle number

Enter the label name as the vehicle number, and select all the document types to which you would like to add a vehicle number column from the drop down menu.

Note: You can always add or edit the details later

Step 4: Click on “Save”.

Now, click on the “Save” button at the top right corner of the screen to add the vehicle number column.

Note: You have successfully added a new column, and a pop up appears at the top of the screen informing the same. From now on, you can add a vehicle number to an Invoice whenever you create a new transaction.

Step 5: Click on “Update Settings”.

Close the earlier forms and Click on “Update settings” from the first form present at the top right corner of the screen.

Congratulations! You have successfully added the vehicle number column, and a pop up appears at the top of the screen informing the same.

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