Objectives
- Add Invoice Custom Fields
Steps
Users have the ability to customize the fields in invoices to suit their preferences. To get started with customizing the fields, follow these simple steps:
- Navigate to the Billing Module
- Go to Configuration→ Settings
- Under the Invoices Settings, choose Invoice Custom Fields
- Here you can add new fields, edit or remove existing ones and rearrange the field's positions.
- To add a new field, specify whether it applies to all entities or a specific entity, indicate if it is required, select the field type, provide a title in the default language (and optionally in multiple languages), and set a default value in case the field is left blank.
Custom fields can be of various types, including text, date, list, person, user, number, link, and more.
After creating the customized fields, you can easily fill them out while creating the invoice. On the "Additional Info" page, the custom fields will be available for input.
Once the invoice is generated, these custom fields will also be visible and accessible under the "Invoice Details" section, and you can edit them on the fly.
For more information about LEXZUR, kindly reach out to us at help@lexzur.com.
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