Adding custom fields to Invoices

[btcarney]

I provide general technical computing support. One of my customers is an Auto Collision Repair Shop. They want to capture a good bit of additional information on an estimate/quote/invoice - for example, the claim number and insurance company.

I have looked at the Jobs functionality, but are associated with individual items on an invoice as opposed to the whole invoice.

What I would like to do is attach something like a job to an invoice and then extract the custom fields from it and print them on the invoice.

It doesn't have to be Jobs, it could be any other device that expands the fields available for an invoice. I thought about the Customer object, but if a customer has two or more cars over time in the shop, we end up overwriting the information about previous "jobs" or repairs.

Thanks...

barney carney
barney@technobridge.com

[Jacky Tse]

I'm not sure if Peachtree's built-in reporting tools can help you or not. Though you can add new invoice formats with different fields, it's limited.

A more powerful tool is Peachtree's Crystal Report, if you know how to use it, most of the forms you want can be printed through it.

[btcarney]

I think what I really need is "Custom Fields" for an invoice, just like we can have custom fields for a Customer, or a Job, or a Vendor.

I guess I could have fake Inventory Items that are descriptive only, and then enter the information that I need in the description part of those fake inventory items each time I do an invoice.

I am also going to look at PawCom.