Start a conversation

How to add Reference field to Inquiry screen

Overview:
Customer wants the reference number to show on the review invoice screen

Steps:

  1. Load Billing, and select Tools, Customize
  2. Double click on Freight Billing files, then Current/History Invoices
  3. Click on the plus sign and select Contents
  4. Move to the right hand portion of the screen and click the Add button to add a column
  5. The expression is REF
  6. Type in your column heading (whatever you want it to say)
  7. Then click the Apply button
  8. After the files are updated, you may click the Preview button to see an example of the display.  
  9. If everything looks fine, then click the Close button
  10. Exit Billing and then reload it.

Choose files or drag and drop files
Was this article helpful?
Yes
No
  1. Bob Hogan

  2. Posted

Comments