customers

I’ve added a custom field for my customer, but it does not show up on invoices. What do I do?

You can include Customer custom fields to invoices by adding them as placeholders to the Address Format. To do this:

  • Go to Settings > Preferences > Address Format.
  • Here, you must add the label name for your custom field and select its placeholder. You can use this format “Enter Label Name”: “Select Placeholder”. For example, a custom field for the VAT number would look like ‘VAT No. : %vatno%’.
  • Click Save.

Now, this custom field will appear in the address section of your invoices.

If you don’t want to display the custom field in the address section, you can add the label name along with its placeholder (as mentioned above) in the invoice’s header or footer section. Learn how to customize invoice templates.


Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest
zoho subscriptions

Uncomplicate Subscription Billing for your business.