How do I View Invoice Custom Attributes in Estimates?

Updated on February 7, 2018 09:28PM by Admin

In Estimates App, it is possible to create a custom attribute within the application. You can also share those custom attributes with other applications.

The following steps will help you understand better.

Steps to View Shared Custom Attributes 

  1. Log in and access Estimates App from your universal navigation menu bar.
  2. Create and share custom attributes from Invoices App.
  3. Click on “Create Estimate” button and choose “Create New Estimate” from left navigation panel.
    estimate create 
  4. You can view the shared custom attributes in the creation page as shown in the image below:
    custom fields 
  5. You can also view in the custom attribute settings as shown in the image below:
    customize estimates 
  6. You cannot edit or remove the shared custom attributes.

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