Overview

This document is as a quick reference to adding a Factbox to the screen.

Factbox

• Navigate to Purchase Invoices (using Search Box)

• Click on any created purchase invoice and click on Edit in the Manage Action group

• FactBox is a quick summarize of related information to the main document. It is situated on the right side of the screen. In order to add this FactBox, click on the blue arrow on the left side of the screen and choose Customize. Than Choose FactBox Pane.

• On the right side of the screen appears the FactBox

• To add or remove information from the FactBox click on Customize and choose Customize this page

• Navigate to FactBoxes

• To add for example Links, click on the Links and choose Add >>

• To remove for example Notes, click on the Notes and choose <<Remove

• It works the same way for the rest of FactBoxes. When you Customize FactBox in one Purchase invoice it will work also for all the rest of Invoices.