How do I add custom fields to invoices?

To add Custom fields to an invoice,

• Go to Settings.
• Select Invoices under Sales.
• Navigate to Field Customization and click + New Custom Field.
• Enter the Label Name and select Data Type.
• You can choose to make the custom field mandatory and display it on the PDF based on your preferences.
• Click Save.

Learn more about Custom Fields.

Was this document helpful?

Yes

No

Was this document helpful?

Enter your comments or feedback on this page

Enter your email address

By clicking Submit, you agree to our Privacy Policy .

Submit Cancel

Submit

Submit

Thank you for your feedback!