Here you will learn how to configure the invoice detail screen according to your preferences.
Content
- Where can I adjust the fields of the invoice detail screen?
- Adding fields
- Removing fields
- What can I do if a field I need for my accounting is missing?
Where can I adjust the fields of the invoice detail screen?
The fields of the invoice detail screen can be customized for each process within the respective client in the client screen.
Adding fields
To add fields, simply drag and drop the desired field into the Activated Fields and click on "Save".
Removing fields
To remove fields, simply drag and drop the desired field into the Deactivated Fields and click on "Save".
What can I do if a field I need for my accounting is missing?
If a field is not available for activation or you need assistance in finding it, you can always write to support@finmatics.com for help.