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.
