Add Extra Information Like ABN, BSB, or Other Business Details to Your Invoices
The Custom Fields feature lets you include additional details such as your ABN (Australian Business Number), BSB (Bank State Branch), customer references, or any other relevant data on your invoice. It’s perfect for tailoring invoices to meet specific client or business requirements.
How to Add Custom Fields to Your Invoice
Step 1: Go to Income -> Invoices from the left-hand navigation panel.
Step 2: Locate the invoice you want to customize and click on the corresponding row to open it.
Step 3: Click the three dots (⋮) on the right-hand side of the invoice, then choose Design from the dropdown menu to open the Invoice Designer.
Step 4:Scroll down in the left panel and find the Custom Field section.
Step 5: Enter a Title for your field (e.g., “SSN”, “ABN”, or “Order Ref.”).
Step 6: Enter the Value you want to display (e.g., “234-56-7890” or “062-123”).
Step 7: Click Create or press Enter to save the new field.
📌 You can add up to 3 custom fields per invoice.
Saving the Custom Field as a Template
After adding your fields:
Step 8: Once you’ve added all the necessary fields, clickSave as Template
💡 Tip: To delete a custom field, hover over the field title in the invoice editor, click the delete icon, and save your changes! Learn more about managing custom fields.
Step 9: Enter a Template Name.
Optional: Check Set as Default if you want this template applied to future invoices.
Success! Your custom fields will now appear on the invoice and are included in the saved design template.
Why Use Custom Fields?
Adding custom fields allows you to:
✅ Display client- or industry-specific details like tax IDs or project codes
✅ Improve the clarity and utility of your invoices
✅ Meet compliance or operational requirements
✅ Create a more personalized, professional invoice
Our team is here to help you if you have questions or need any more help. Contact us at support@fynloapps.com, and we'll be happy to help!