Creating our Last Payment Date Custom Field

If you already know how to create custom fields in Books, go ahead and create one for the last payment date.

Just make sure it’s named “Last Payment Date” EXACTLY — our function will use that name and it is case sensitive.

Create this under Settings > Preferences > Customers and Vendors > Field Customization and add a new custom field. It is a Date field and should go on the customer record, so that we can sync that information to the Contacts module in CRM.

Help with Custom Fields