For all of you who want to record something on an invoice that there just isn’t a group for - we have added this useful feature. You can create your own group on an invoice and specify whatever options you see fit.

To set up the new group simply go to Settings | System | Sales Invoice Groups 

Change the Label to whatever you would like to call it e.g. Referral Source

Once you have decided what to call it you can then start adding the different groups you would like to use by clicking Create New, typing it in and then clicking Save (see screenshot above). Once you are happy with all the options you have setup they will now show in the new drop-down on the invoice header. You will also be happy to know you can filter using your new field on the Margin Enquiry screen.