## Documentation Index Access the complete documentation index at: https://www.zoho.com/en-sg/books/kb/llms.txt Use this file to discover all available documentation pages before proceeding. [Back](./) # I have created a custom field at the customer level, and I want it to be automatically applied when I create an invoice. What should I do? ![](/books/images/ue-resources/llm-utility-menu/sparkle-ai.svg) Explore With AI ![](/books/images/ue-resources/llm-utility-menu/dd-arrow.svg) * [Open in ChatGPT (opens in new tab)](https://chatgpt.com/?prompt=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-sg%2Fbooks%2Fkb%2Fgeneral%2Fapply-custom-fields-to-invoice.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * [Open in Claude (opens in new tab)](https://claude.ai/new?q=Analyze+the+content+of+https%3A%2F%2Fwww.zoho.com%2Fen-sg%2Fbooks%2Fkb%2Fgeneral%2Fapply-custom-fields-to-invoice.html+and+understand+it+thoroughly+so+I+can+ask+questions+about+it.) * ![Copy for LLM](/books/images/ue-resources/llm-utility-menu/copy.svg) Copy for LLM * [![View as Markdown](/books/images/ue-resources/llm-utility-menu/md.svg) View as Markdown (opens in new tab)](/en-sg/books/kb/general/apply-custom-fields-to-invoice.md) You can create a custom field at the **invoice** level and use the **Inherit Value** option to automatically pick the value while creating the invoice. Here’s how you can create a custom field: 1. Click the **Settings** icon at the top right corner. 2. Go to _Sales_ and choose **Invoices**. 3. Select the **Field Customization** tab. 4. Click **\+ New Custom Field** at the top right corner of the page. 5. Enter the details and choose the corresponding data type. 6. Click **Inherit Value** near the _Default Value_ field. 7. Choose **Customers** from the dropdown and select the required custom field. 8. Click **Save** to complete the process. Now, when you create an invoice for a customer, the custom field value from the customer record will be automatically applied to the invoice. * * *