How do I display a custom field from my contact’s info on the invoice?

Let’s take an example where you are adding a custom field named ‘VAT#’ to one of your client’s contact info, and you want that to be displayed on the invoice. To do so, follow the below mentioned steps:

Enabling Custom Fields in The Address Format (From Contacts)

• Go to Settings > Preferences > Customers and enter ‘VAT #’ to the custom fields.
• Click ‘Insert Placeholders’ under the Customer Address Format section and select ‘Custom Field Label 1 (VAT #)’ and ‘Custom Field Value 1 (VAT #)’
• click ‘Save’.

This should make the VAT# field appear in your invoices.

Was this document helpful?

Yes

No

Was this document helpful?

Enter your comments or feedback on this page

Enter your email address

Refresh

Type the characters you see in the image above

By clicking Submit, you agree to our Privacy Policy .

Submit Cancel

Submit

Submit

Thank you for your feedback!