How to enter account invoice preferences (user-defined fields)

Salesware User and Ticketing Guide for Beginning Users : Basic SysManager operations : Account setup : How to enter account invoice preferences (user-defined fields)

To enter account invoice preferences:

1. Go to SysManager > Preferences > Invoices > User Defined Text Boxes or User Defined Check Boxes.

2. You can enter labels here for up to fifteen text fields, and five check boxes:

$C:\Users\Jennifer Roth\Documents\DonationCoder\ScreenshotCaptor\Screenshots\Screenshot - 2013-07-10 , 3_15_37 PM.png$

3. Enter desired labels and click Save.

4. Any labels that are entered here show up in SysManager > Activities > Accounts > New account/Edit account > Invoices > New invoice/Edit invoice > User Def tab. (They also appear when viewing/modifying the accounts invoice in Sales.)