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Add a custom field

Add your own field to contacts, products or invoices - for example a loyalty tier - and decide whether it prints on invoices.

Settings & Administration 6 steps Administrator
Draft lesson. The steps are checked against the live system when the video is recorded.
Where to find it SettingsCustom Fields

Steps

  1. Open Settings > Custom Fields. Under Applies to, choose what the field is for: Contacts (customers / vendors), Products or Customer Invoices.
  2. Type the Label - the name people will see on the form, for example Loyalty Tier.
  3. Choose the Type: Text, Number, Date, Yes / No or Dropdown. For a Dropdown, type the Choices separated by commas, for example Gold, Silver, Bronze.
  4. Tick Required if the field must always be filled in, and Show on invoice PDF to print it on invoices.
  5. Click Add field. The field is listed on the page and appears on the matching create and edit form.
  6. To remove a field you no longer need, click its Delete button.

Note

Custom fields are stored in your own company database only.

What happens next

Look at a customer record to see the new field: Add a customer.

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