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).
Sample Chart of Accounts (COA): (Also, see below download links) DOWNLOAD SAMPLE CHART OF ACCOUNTS (COA) Download COA Excel format: https://wp.me/a8bY4F-2KT Download COA PDF format: https://wp.me/a8bY4F-2KU Auto Dealership Sample Class List: DOWNLOAD SAMPLE CLASS LIST Download Class List Excel format: https://wp.me/a8bY4F-2LX Download Class List PDF format: https://wp.me/a8bY4F-2LT
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 […]
Adds a “Use for billable expenses” checkbox to an account’s edit screen in the Chart of Accounts.