How do I add new fields to invoices for specifying additional information (Phone Number, Federal Tax, etc)?

To add new fields to your invoice, all you need to do is set up custom fields in your Settings. To create a custom field, follow the steps below:

  • Go to Settings > Preferences.
  • Click Invoices > Field Customization.
  • Enter the additional field that you want displayed on your invoice.
  • Mark the Show in all PDF checkbox if you want the additional field data to be shown in the PDF.
  • Click Save.

The new additional field will now be available when new invoices are created, as shown above.

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