SSF Ops — Simple Smart Field Services Operations

SSF OPS WIKI

Set document footer and payment details

Company profile · Company administrator · Available

Enter customer-facing footer notes and payment instructions.

Illustrative demo image of Set document footer and payment details
Illustrative demo based on current source fields. No customer data or staging screenshot.

How to use this function

  1. Sign in with a role allowed to access company profile.
  2. Open Company profile and choose Set document footer and payment details.
  3. Review the customer and company site context where this function uses them.
  4. Complete or review these controls: Document footer, Payment details.
  5. Enter customer-facing footer notes and payment instructions.
  6. Save or confirm the action, then reopen the record to check its updated state and history.

Fields and controls shown in the demo

  • Document footer
  • Payment details

Guide updated 2026-09-27. Release changes must update this page and its image together.

Set document footer and payment details | SSF Ops Wiki