How do I provide additional information about my item and display them on my invoices?
The default input fields you come across while creating an item such as the item name and price are designed to capture information that is common to all businesses. But, apart from the available fields, you would want to store additional information that is unique to your business. Custom fields for items will allow you to do that.
To create a custom field for items:
- Go to Settings from the top-right corner.
- Select Items.
- Select the Field Customization tab.
- Click + New Custom Field at the top-right corner.
- Enter the Label Name for your custom field. This will be displayed when entering data in the Items module.
- Select the appropriate Data Type.
- Enter a Help Text to describe the purpose of the custom field (optional).
- Mark Is Mandatory as Yes if this field should not be left blank.
- Mark Show when creating transactions as Yes if you want this field to appear while creating transactions.
- Mark Show in all PDF as Yes if you want the custom field to be displayed on the transaction’s PDF.
- Click Save.
Note: Currently, only the Text Box (Single Line) data type is supported in Zoho Invoice, and you can create up to three custom fields of this type in each module.
Once this is done, you can add information to the custom field by editing the item from the Items module, or while creating an invoice.
To add information to items while creating an invoice:
- Go to Invoices from the left sidebar.
- Click + New and enter the customer name and add items which you wish to invoice.
- To change the custom field data, click the More icon on the right of the item you wish to edit.
- Click Edit Item. The edit item pop-up window will be displayed.
- Enter or edit the custom field value and click Save.
The additional information that was added to the custom fields will be displayed as columns in the invoice PDF.
Yes
No
Thank you for your feedback!