Using Reference and Description fields to add extra detail

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Quoting | Invoicing | Purchases

In your jobs, invoices, quotes, bills, and purchase orders, you have a few extra fields that you can use to add extra details about your activities, reminders, or any extra relevant information to be saved. 

 

Jobs, Invoices, quotes and purchase orders:

Screen Shot 2023-08-18 at 2.06.29 PM.png

 

Jobs, Invoices, quotes and purchase orders:

Screen Shot 2023-08-18 at 2.04.04 PM.png

Bills

Screen Shot 2023-08-18 at 2.04.20 PM.png

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