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Manage customers and income
@MCozzie wrote:
Wanting to add a Custom Field to selected Customers and to print this on Delivery Notes.
Is this possible, I cannot see how at the moment.
The idea is that some customers need specialised deliveries and cannot use standard freight. Coming from MYOB I did this by adding a custom field to the Customers File. This field was added to delivery dockets so when packing it was easily seen that special arrangements were required for freight.
I see this as a two part problem currently, cannot have a custom field in Customer Details and cannot customise the Delivery form. Am I correct?
Yes, you're correct.
Currently, manage custom fields to the "Customer Information" window feature is only available in the QBO Advanced plan. Unfortunately, it's not available in other plans (Plus, Essentials, Simple Start) at this time.