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How do I add a specific field to a client’s invoice, for example, a PMB number?

Customizing my Invoice

Updated over 3 months ago

To add a specific field to a client’s invoice:

  • Navigate to the client’s profile.

  • Add a new field by entering the field name and value.

  • Choose the option to display this field on the invoice.

  • Click the green checkmark to save.

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