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I would like to provide additional information about my item and display them on my invoices. How do I do that?
The default fields available while creating an item such as the item name, price, etc. are designed to capture information common to all businesses. If you want to store additional information that is unique to your business, you can use custom fields.
With custom fields, you can capture input in different forms such as number, text, email, etc.
To create custom fields for items:
- Go to Settings.
- Select Products under General.
- Navigate to the Field Customization tab.
- Click New Custom Field.
- Enter the name of the custom field in the Label Name field and choose the appropriate Data Type.
- Select whether the field Is Mandatory.
- Click Save.
Once created, the custom field will appear in the Field Customization list. You can control whether it shows up on invoice PDFs by setting the Show in All PDFs column to Yes.
To add information to items while creating an invoice:
- Go to Invoices under Sales.
- Click + New and enter the customer name and add the items you want to invoice.
- Click the item row to edit it and enter the custom field value.
- Click Save.
The additional information added to the custom fields will be displayed on the invoice PDF.