BILLING: Invoice Custom Fields
What is an Invoice Custom Field?
Sometimes you'll need to add some extra fields to your Invoices. This can be for a Tax Identification Number, URL, or anything else you would need extra space for. Custom Fields allows you to add any extra information you need to.
How do I add an Invoice Custom Field?
Navigate to Billing > Settings in the main menu.
Click the Custom Fields tab, then click the +Add Custom Field button.
A window will appear with fields to fill out.
Label: The name of the field. This will appear on the Invoice.
Default Value: You can set a default input here. You will be able to change the contents of the field during editing of the Invoice.
Usage Position: You can choose where this field will be placed on the Invoice. You can choose from Organization section or Client section. More information further below.
Applying the Custom Field to the Invoice
Once you have created a Custom Field, you'll be able to see it while creating an Invoice.
To create an Invoice, navigate to Billing > Invoice and click the +Add Invoice button.
CLICK HERE to learn about creating Invoices
You will find the Custom Fields section towards the bottom of the page.
You can check the box above the fields you would like to show on the Invoice. If you have a Default Value set, the field will be pre-filled. You can freely edit this information.
What does the Contact see?
Once your Invoice is saved as either Open or Draft, you can click on the Invoice to see how it will appear to your Contact.
Organization section: Placed underneath your business information.
Client section: Placed underneath the Contact information.