Adjusting client invoices: Difference between revisions
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4. '''<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|Intake forms]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|Client Fields]]</span>'''<br> | 4. '''<span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Intake_Forms_custom_feature|Intake forms]]</span> and <span style="background-color:#cdeffc; padding:5px; border-radius:5px;">[[Client_Fields_Custom_Feature|Client Fields]]</span>'''<br> | ||
You can add certain forms to be displayed in the client information block. | You can add certain forms to be displayed in the client information block.<br> | ||
If it is an intake form please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intake forms</span> -> click on the necessary form to select -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save settings.<br> | If it is an intake form please go to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Intake forms</span> -> click on the necessary form to select -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save settings.<br> | ||
Or if you wish to add a client form then navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client fields</span> -> click on the desired field to edit it -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save.<br> | Or if you wish to add a client form then navigate to <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Manage</span> -> <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Client fields</span> -> click on the desired field to edit it -> enable <span style="background-color:#d4f8e5; padding:5px; border-radius:5px;">Add field to invoice,</span> save.<br> | ||
As the result both the form title and the client response will be reflected in the invoice. | As the result both the form title and the client response will be reflected in the invoice. | ||
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