Online Library Cheatsheet - How to Add Custom Text to Invoices | Page 2

The custom text is defined by module. In this example, we are going to use the meetings module as an example. Follow these 3 steps to add the custom text. Step 1 Using Advanced Find, Look for Modules and select Results on the toolbar to display a list of modules. Open the Meetings module record. Step 2 In the Invoice Text field, enter the custom text that you want to appear on all UX Online base meeting invoice reports. Step 3 Click Save & Close to save the invoice text. Do not make any other changes to this module record. That’s it! Repeat these steps for each module where you want to add invoice text. Powered by © Copyright 2017 by Protech Associates, Inc. All Rights Reserved. +1 (800) 310-8813 Microsoft Dynamics 365