Now, click on the “Document Settings” Option at the top right corner of the screen.
A new form appears. Here, select “Document” from the navigation bar and click on “ + New Custom Field”.
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.
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.
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.
Go to the “Quick Access” section and Click on the “Document Settings” icon present on it.
Select the “Manage Custom Fields” option and click on the “Add Custom Field” button present at the bottom of the screen.
Enter the label name as the vehicle number, and click on the submit button at the bottom of the screen.
Note: You can always add or edit the details later.
Close the earlier form and Click on “Update Document Settings” from the first form present at the bottom of the screen.
Congratulations! You have successfully added the vehicle number column, and a pop up appears at the bottom of the screen informing the same.
From now on, you can add a vehicle number to an Invoice whenever you create a new transaction.
