Articles on: Invoices

How to add “Contact title field” in the other info tab?

Go to cases-> click on the desired case -> go to contact section -> Click on edit icon

To show the client's name as "Mr." or "Ms.", you may enter the full name as it should appear on invoices in the company field of the client.

To display text such as "President" after the client name on invoices, enter this title under the "Other Info" tab of the client using the field name CONTACT-TITLE.

To have a different "Attention" to name for each case of a particular client, enter that name for the field "attention" under case -> Other info tab.

Updated on: 23/03/2023

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