How to add Custom Fields on Invoices?

Custom Fields are used to record any non financial data on the invoices. For Example, one can use custom fields such as Sales Person name, Vehicle Number or any Location details which users desired to mention on the invoice. The custom fields will appear on each invoice and there is a report under Reports section to get the custom fields report.

You can add Custom Fields in Invoices via following steps:

Please go to Settings > Invoices
To access the settings, click on ‘Settings’ option from the menu at top right corner.



Click on Invoices. At the right side of the screen you will get the Custom Field Bar. Users can add upto 3 custom fields.



Fill in the details under the field as required and click on Save.

Once done the Custom Fields will reflect while creating the Invoices.

You can also read about:
How to Change Invoice numbering?
How to Setup and Configure various paramters?
How to view customer Statement?
How to choose various templates for Invoice?
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