## Documentation Index

Access the complete documentation index at:
https://www.zoho.com/en-fr/books/kb/llms.txt

Use this file to discover all available documentation pages before proceeding.

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# How do I transfer a custom field from a sales order to an invoice?

You cannot transfer a custom field from a sales order to an invoice. However, by creating the custom field in both the Sales Orders and Invoices modules, the data in the sales order will be auto-populated in the invoice when you convert the sales order to an invoice. Ensure that the Label Name and Data Type are same in both modules.

To create a custom field:

*   Go to **Settings** on the top right corner of the page.
*   Select **Sales Orders** or **Invoices** under _Sales_.
*   Click the **Field Customization** tab.
*   Click **\+ New Custom Field** on the top right corner of the page.
*   Enter the required details.
*   Click **Save**.

![PO Number custom field](/books/kb/images/sales-order/new-custom-field-po-number.png)

Now, create a sales order, enter a value in the custom field, and save it.

![PO Number custom field in a sales order](/books/kb/images/sales-order/po-number-cf-in-so.png)

Convert the sales order into an invoice by clicking **Convert to Invoice** at the top of the sales order’s Details page.

![Click 'Convert to Invoice'](/books/kb/images/sales-order/so-convert-to-invoice-button.png)

You will now be able to see the custom field in the converted invoice.

![PO Number custom field in an invoice](/books/kb/images/sales-order/po-number-cf-in-invoice.png)

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