Custom Fields

How to add custom attributes or fields inside the invoice or estimates inside the Odidor Window Covering ERP.

Steps to add custom fields:

1.Navigate to settings: Go to the Invoice settings or Estimate settings section (0:19-0:27).
2.Define the attribute: Enter the name of your new attribute, such as "description" (0:29-0:38).
3.Add special notes: You can also include default text for things like guarantees or warranties that will appear whenever you send out an invoice or estimate (0:44-0:57).
4.Configure PDF settings: Adjust the orientation and layout for your document's PDF format (0:59-1:05).
5.Save and verify: Once you save your settings, navigate back to your invoice or estimate to see the new custom input field ready for use (1:05-1:20).