How do I Share my Invoice Custom Attributes to Work Orders?

Updated on January 12, 2017 03:22am by Admin

The Invoices App lets you bill customers easily, and integrates with sales information already stored. Customers can pay online instantly with a link sent via email, or download a PDF to pay manually.

Steps to Share Custom Attributes to Work orders

  1. Log in and access Invoices App from your universal navigation menu bar. 
  2. Click on “Settings” icon located at the app header bar.
    invoice-settings 
  3. Click on “Custom Attributes” from the left navigation panel.
  4. You can view two options Invoices and Invoice Lines. 
  5. Create custom attributes.
  6. Click on “Share” button to share the custom attributes. 
    invoice-custom-attributes-shared-to-WO
  7. Select “Work Orders” from a list and click on “Ok” button. 
  8. Click on “Update” button to update the changes.

Share Invoice Line Attributes to Work Order Lines:

Follow the same steps to share the customer attributes of invoice lines to work order lines.

  1. Create custom attributes at line level. 
  2. Click on “Share” button to share the line level attributes.
    shared-invoice-custom-line-attributes
  3. Select “Work Order Lines” and click on “Ok” button. 
  4. Click on “Update” button to update the changes.

You can view the shared custom attributes in Work order, please follow the link: https://www.apptivo.com/answers/questions/11208/how-do-i-view-invoice-custom-attributes-in-work-orders

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