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Update columns displaying in home screens

By Joshua waldman

Updated 2 months ago

Want change info displaying on home screen tables? Here's how and what's available.

For any home screen put your cursor at the end of the table header row so that that update 'gear' appears. A select box full of choices will appear. You can add or delete columns at will.

The available fields are Invoices are: 

  • Number
  • Order number
  • Date
  • Due
  • Customer
  • Description
  • Net amount 
  • Acount
  • Balance 


The available fields for Recurring invoices are:

  • Next invoice
  • Frequency
  • Order number
  • Customer
  • Description 
  • Action
  • Net amount
  • Amount 


The available fields for Bills are:

  • Date
  • Due date
  • Ref #
  • Vendor
  • Description
  • Net Amount
  • Amount 
  • Balance 


The available fields for Quotes are:

  • Type
  • Order number
  • Date
  • Expires
  • Customer
  • Description
  • Net amount 
  • Amount 

The available field for Contacts are:

  • Name
  • Email
  • Phone number
  • Country 

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