How do I set custom invoice fields?
Custom invoice fields may be setup by following the steps below:
- In the dropdown menu under your username (top right), select ‘Configuration’ to begin configuration mode.
- From the menu tabs at the top, select ‘Forms – Invoice fields’.
- ‘Config invoice form’ is displayed on the screen.
- Set the search field type to ‘Select visibility’ to display all available fields.
- In the ‘Field name’ column, click on ‘Translations’ (the boxlike A-icon) to enter a name for the field.
- Select ‘Save’ and refresh the screen by pressing F5.
- The name for the custom field is visible in brackets.
- You can then setup the remaining columns for this field, each of which are briefly explained in the table below (remember to click on ‘Exit configuration’ when finished).
|
Column name |
Description |
Value |
|---|---|---|
|
Drag to change the order of the rows. |
||
|
Field name |
This gives a description of the field. |
|
|
Custom field |
Only used when working with ‘Custom tables’. |
|
|
Mandatory (Admin) |
This setting applies to displaying fields in the ‘Custom fields invoice’ block on the invoice dashboard. |
|
|
Advanced |
Advanced settings for this field. Here you determine, among other things, the field type. |
|
Once you have set all the required fields, you can use these fields on the dashboard of an invoice. To do this, you must first include the ‘Custom fields invoice’ block on the dashboard and configure this block to display the appropriate fields.
