Go to the Contact tab on the sidebar menu. When you are creating a new contact, fill in the necessary field such as contact name, UEN number, tax number, etc. Adding Custom fields to contacts 3. Once you have done filling up the contact's shipping and billing address, clickNext. 4. ...
5. Click on the Create button. 6. Fill in the fields shown above: Field name (mandatory field) Enable the checkbox to mark it as mandatory Select the custom field type: text box, numbers, or multiple drop menu a) If you select number: enter the decimal precisions and default value b)...
5. If the money is from the Bank, you will need to fill in additional fields, as shown in the screenshot below. You can attach file here as well. For Fund Transfer using Bank as a source of funds, you will need to indicate the Type of transfer and additional details 6. Once the ...