- Create Custom Entity Field
- Navigate to Customization > Lists, Records, & Fields > Entity Fields > New
- Label: Enter Label
- Example: Shipping Notes
- ID: Enter _shippingnotesCU
- Type: Select Text Area
- Store Value: Enter Checkmark
- Click Applies To
- Customer: Enter Checkmark
- Click Save
- Create Custom Transaction Body Field
- Navigate to Customization > Lists, Records, & Fields > Transaction Body Fields > New
- Label: Enter Label
- Example: Shipping Notes
- ID: Enter _shippingnotesSO
- Type: Select Text Area
- Store Value: Remove Checkmark
- Click Applies To
- Sale: Enter Checkmark
- Click Sourcing & Filtering
- Source List: Select Customer
- Source From: Select Shipping Notes
- Click Save
- Customise invoice and Sales Order Form to show the fields.