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 Money Settings, choose Custom Fields
- Choose Invoices Tab to access the list of invoices custom fields
- Here you can add new fields, edit or remove existing ones and rearrange the field's positions.
You can also apply filters to search for fields and add columns for other languages to view custom field names in multiple languages.
- To add a new field, specify whether it applies to all entities or a specific entity, select the field type, provide a title in the default language (and optionally in multiple languages), set a default value in case the field is left blank, and specify it it's required.
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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