Settings / Preferences
Add : New field for “Company TAX ID” under the “Contact Name”. This new field must allow for both letters and numbers.
Prevent any Special Characters from being added ( !@#$%^&*()-+ )
Setting / Preferences : PDF Invoice
Add : “Company TAX ID” to PDF Invoice under “Company Name”
Projects Status & PDF Invoice
When the Status of a Project is changed, the text at the bottom of the PDF that currently says “TOTAL DUE” needs to be updated.
Below is how the text will change depending on the selected Status.
Active / Billed / Hold = TOTAL DUE
Overdue = OVERDUE ( in Red )
Paid / Completed = PAID
Estimate = ESTIMATE
