I am trying to call and or text clients based on aging. However, none of the lists i can generate in invoicing offer phone number as a display or filter option. Is this an Aspire setting or something unique to our setup? If there is a way to include the phone number field in invoicing reports/lists, can someone share the steps to do so?
I’d be so grateful for your help!
Best answer by mhellweg
I think you can display the billing phone number there. It’s not in the invoicing area, it’s in Reports. Good luck.
I think you can display the billing phone number there. It’s not in the invoicing area, it’s in Reports. Good luck.
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