Custom fields on the invoice
A custom field, such as a contract or project number, is filled in on each document. A field marked “Print on the document” is also printed on the PDF your customer receives.
Custom fields hold what the invoice has no box for. Some you keep to yourself (who made the sale), others your customer wants to see (their contract number). That is why a field is printed only when you switch it on.
Step by step
Open Custom Fields
Open Settings → Custom Fields.
Add a field or edit one
Press Add Field or the pencil next to a field. Enter a name, for example “Contract number”, and the field type.
Tick “Print on the document”
Save the field. The list of fields shows Printed on the document next to it.
Fill in the value on the document
Open the saved invoice, fill in the value under Custom Fields on the right and press Save. The next print or e-mail has the value on the PDF.
How it looks on the PDF
- The field is printed below the dates as “Name: value”, in the order of the field list.
- A date is printed in the document format and a Yes/No field as a word in the document language. A number and a choice from a list are printed as you entered them.
- A field without a value is not printed, so there is no empty line on the document.
Good to know
- A new field is not printed until you tick “Print on the document”, so internal notes never reach your customer by mistake.
- When you switch printing off, the field disappears from the next PDF, also on documents already issued. Your customer keeps the PDF they already received.
- Custom fields are on every plan.
Frequently asked questions
- On which documents can I fill in a custom field?
- On an invoice, advance and proforma invoice, credit note, debit note, quote and order. A delivery note has no custom fields.
- Why don’t I see the value on the PDF?
- Check two things: that Print on the document is ticked for the field, and that you saved the value on the document with Save.
Did not find your answer? Write to us at podpora@vporiadku.sk; we answer in Slovak, English and Ukrainian.
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