Source tracking

[joevans]

Hello

I was wanting to keep tabs on how a customer heard of me versus revenue that marketing tactic brings in. I was thinking of using the “account reference” field on the client details so that when I run an export all the marketing codes are there, but wanted to check that field is not seen by the client on any generated invoices (before I write TWIT on it, referring to Twitter!)

Thanks

Jo

[Glenn]

It will only appear on invoices if you have it visible within Sales >> Invoice Customisation.

I’m not sure if it appears in the client control panel though? I will need to check this.

EDIT:

It is not visible in the control panel.

[joevans]

Excellent! Thank you!