The Custom Fields feature allows you to include additional details, such as ABN (Australian Business Number), BSB (Bank State Branch), or other essential information, directly in your invoices. This flexibility enhances customization and improves communication, tailoring your invoices to fit your unique business needs.
Before sending out your invoices, follow these steps to customize them:
Step 1: Navigate to Income -> Invoices.
Step 2: In the Invoices table, locate the invoice you’d like to customize and select the corresponding record.
Step 3: On the right side of the table, click the three dots option and choose Designfrom the dropdown menu.
Step 4: Locate the Custom Field section under the document details.
Step 5: Enter a Title for the field (e.g., "SSN" or any other label).
Step 6: Fill in the Value you’d like to display on the invoice.(e.g., "234-56-7890").
Step 7: Click Create or press Enter to save the new field.
Step 8: Once you’ve added all the necessary fields, clickSave as Template
💡 Quick 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: Tick the box for Set as Default if you want this to be your default invoice design.
Success!
Your custom field is now part of the invoice and ready to be shared with your client.
Why Use Custom Fields?
Adding custom fields is a simple way to:
- Provide extra information relevant to your clients or orders.
- Enhance the clarity and professionalism of your invoices.
- Adapt your invoices to fit specific business or industry requirements.
Need Help?
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!
Related Topics
Explore other helpful features to optimize your invoicing experience:
🎨 Premade Invoice Design with Templates