So what I’m trying to achieve is standardization with task, for services. So when I enter a task I want to choose what kind of service. So I created a custom field called service with labels so I can just choose the drop down. After creating the custom field it shows up under the task section as expected. However, when I go to create the invoice from the task it does not show the custom field. I double checked the design and it shows custom field under products --> Task Fields, to make sure it was there.
I tested another custom field under products and it works properly. Just wondering if I’m missing something here?
I’m a little confused about how the custom tasks work as well.
I have gone to Invoice Settings > Custom Fields > Tasks > Task Field and created two custom fields. They appear when I am recording a task but they do not appear when tasks are invoice as the OP stated and Hillel confirmed is the current design.
However, when I go to Invoice Design > Product Field > Task Fields, there is a dropdown that lets me select “Custom Field” twice and I can put them into the ordering of task fields. How can I use these fields if not through the first method?