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Expose Billing Instructions field (Bill Plan) in AR Transactions UI

Accepted answer
edited Aug 2, 2023 9:54AM in Project Management 1 comment


We have a global customer with each region using different invoice templates. I'm hoping to populate AR Invoice Template in the "Billing Instructions" field so I can automate which template to use in AR invoice printing process. I have 2 questions:

1/ Does project billing transfer billing instructions field to AR?

2/ If yes, how do I expose this data in AR Transactions UI?

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