Checklist (Checkbox)

The Booking/Invoice page includes a customisable checkbox towards the bottom under the Comments (Internal) field.  This checkbox is used as an indicator to mark for example whether an invoice has been signed or the invoice is incomplete and requires further adjustments before finalising.  When this checkbox is ticked, the "Status" of the sales records appear with an asterisk to the left of the Status, e.g. *Returned.

How to customise the checkbox terminology

  1. From the main menu strip at the top, go to Setup > Preferences, then in the Preferences menu page click the Checklist & Referral Sources link.
  2. Enter the preferred terminology in the Invoice Checkbox Terminology field, e.g. Signed, Incomplete, Sent.

Did this help?

Powered by HelpDocs (opens in a new tab)