Feature Overview:

Custom fields let you personalize invoices and estimates by adding up to three unique details like PO numbers, project codes, or tax IDs. Just add a field name and value, and it will be added to your form.

Who can use Invoice and Estimate Custom fields?

• Plus and Premier Plan customers: Full access to three custom fields.

• Standard Plan customers: No access to custom fields.

• To learn more about plans and pricing, go here. 

How to Add Custom Fields to an Invoice or Estimate

1. Choose if you are sending an invoice or estimate:

   1. For Invoices: Go to Sales > Invoices.

   2. For Estimates: Go to Sales > Estimates.

2. Start a new invoice or estimate, or open a draft.

3. Scroll to the Custom Fields section near the bottom of the form.

4. Select Add a custom field.

5. Enter a field name (e.g., “PO Number”).

   • Limit: 20 characters

6. Enter a field value (e.g., “PO-12345”).

   • Limit: 30 characters

7. Once both name and value are entered, the option to Add a custom field will become available again.

8. Repeat to add up to three total custom fields.

How to delete a custom field from an Invoice or Estimate

Note: Custom fields can only be removed from invoices in Draft status. 

1. Find the form that needs to be updated:

   1. For Invoices: Go to Sales > Invoices.

   2. For Estimates: Go to Sales > Estimates.

2. Open draft invoice.

3. Select the X icon next to the custom field you want to remove.

   1. Custom field has been removed.

4. Edit as needed and save form. 

Helpful Tips

• You must fill in both the name and value before saving.

• If you’ve used custom fields before, typing a name will show saved field suggestions. 

  • Select from the list or create a new one.

• Custom fields appear on your invoice or estimate PDF and within the invoice or estimate link your client sees.

• Custom fields are not saved in global invoice or estimate settings, or by the customer yet.

• This feature is not available on mobile yet.