You can add up to 10 custom fields on sales forms. But only 3 can be shown to the customer (public) and 7 internal (not shown to the customer).
You will need to update the original Customer Estimate and edit to Customer/Project and Save. Steps to follow: from the left Dashboard > Sales > All Sales > Click money bar for Estimates > Open Estimate without Project name in question > Edit > Save. You can come back here and create an Invoice when […]