sales-order

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

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

PO Number custom field in a sales order

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'

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

PO Number custom field in an invoice
Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

Online accounting software
for small businesses.