Custom Fields

The custom field feature is a versatile tool that allows you to include specific and relevant information about your clients. This feature provides the flexibility to add details such as registration numbers, places of supply, or any other information unique to your business needs. With the option to set a default value for these fields, you can save time and ensure accuracy.

Additionally, the custom field can be displayed on invoices, allowing you to provide clear and detailed information to your clients. Overall, this feature provides an efficient and effective way to customize your client database, streamline your workflow, and ensure accuracy.

Let's see the form below and understand what each field is while adding a custom field:

Custom field form.

• Custom Field Name - Name of the custom field

• Type - Type of the custom field. Type can be

  • Text - If a custom field contains a value in the form of simple text, such as a registration number.

  • Image/Document - If you need to upload any client documents such as a PAN card or Certificate of Incorporation for record-keeping purposes, you may do so.

• Default value - You can set the default value of the custom field to any basic field of the client like Tax ID, Address, State, or Country. When a new client is created, a custom field with a default value is automatically added to their record.

• Show on Invoice - You can display the value of a custom field on an invoice if it's set for the client.

Let's now learn how to create or edit a new custom field.