Configuring User Defined Fields for Product/Service Records

Three optional text fields are available for your use in a Product/Service record, e.g. Refundable (Y/N), Returnable (Y/N), Vendor, Misc Note, etc. The labels for these fields may be customized by choosing the Optional Fields menu option from the Billing menu.

NOTE: Fields with BLANK labels will not be displayed on a Product/Service record.

Simply enter labels for the fields and click “Update” to save your entries.