Add an HST/VAT number to your QuickBooks invoice
Автор: Method CRM
Загружено: 2023-11-20
Просмотров: 1923
Описание:
Edit your QuickBooks invoice template to show an HST or VAT number using Method.
This tutorial requires an intermediate knowledge of Method customization.
Learn more about Method’s no-code customization platform here: https://bit.ly/49KBM4L
Chapters:
0:00 - Intro
0:30 - Overview
0:50 - Create a custom field in the company table
1:11 - Add the new custom field
1:16 - The importance of giving a unique name
2:00 - Customize the invoice’s preferences screen
3:00 - Where to add new section
3:24 - Add and style section SecHSTNumber
3:47 - Add and style another section, SectionHSTInner
4:05 - Duplicate text labels for the section
4:19 - Add Text Input Object to hold HST, objectHSTNumber
5:03 - Retrieve HST value and place in objectHSTNumber
6:43 - Save HST value
8:02 - Publish the Invoice Preferences Screen
8:53 - Update the invoice’s print template in the web report designer
9:23 - Duplicate original template
9:58 - Drag in the custom field
10:21 - Style the field to match the template
10:57 - Add prefix to field with Text Formatting
11:39 - Drag in Company Email and Phone
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