Adding "Other" fields to Customer invoices and Reports
I am using the "Sales by Rep Detail" report. We invoice customers in stages and we pay Reps based on which stage we are at. I tried adding a data field (which shows 1 of 4 invoices) which I created a drop down menu selection for. This works in terms of it appearing on the invoice, but I can't get the data field to appear in a report. I see on the column selection filters that I can add "Other1" and "Other2" fields, but I can't find how to add this detail to an invoice. Is there a way to create a field that I can use to show the "stage" of the invoicing that I can then show on my report? This is something that would be invoice specific not customer or job related.