Invoices
  • Entities
    • How do I create a new entity?
    • How do I edit an existing entity?
  • Invoices
    • Create the invoice for an entity
    • Edit the existing invoice
    • Filter invoices
    • Status of Invoices
    • I don't want to send Invoice from eProcessify Invoices. How can I mark invoice as sent?
    • How do I download an Invoice PDF?
    • Printing Invoices
      • How do I print an Invoice?
      • I want to print the transportation copy and the customer copy separately. How can I do that?
    • Set the due date of Invoice
    • Add bank details on the Invoice
    • Hide or show payment terms on the Invoice
    • Add E-Signature to the Invoice
    • Export invoices to an Excel sheet
    • Proforma Invoice
      • How do I send a Proforma Invoice?
      • Convert a Proforma Invoice to a Tax Invoice
      • View all Proforma Invoices
    • Invoice Numbering
      • Set Invoice Number format and Invoice Prefix
      • Set the Invoice number manually
      • I am starting in the middle of FY. How can I set my numbering?
    • Cancel Invoice
  • Payments
    • How do I add payment to an invoice?
    • How do I send a payment receipt to the customer?
    • Edit or Delete the payment
    • View all payments
    • Export payments to an excel sheet
  • Clients
    • How do I add a new client?
    • How do I edit an existing client?
    • Custom Fields
      • How do I create a custom field?
      • How do I edit an existing custom field?
      • How do I set custom field values while adding a new client?
      • How do I upload a document in a custom field with the type Image/Document?
    • Contacts
      • Create a contact and assign it to an existing client
      • Edit a contact
      • Unassign a contact from the client
      • Assign a contact to the client
  • Team Members
    • Invite team members
    • Access Roles
  • Invoice Items
    • How do I create or add an Invoice item?
    • Edit an Invoice item
    • Delete Invoice item
  • Tax Presets
    • Add Tax Preset
    • Default Tax Preference
  • Reminders
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  1. Clients

Custom Fields

PreviousHow do I edit an existing client?NextHow do I create a custom field?

Last updated 12 months ago

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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 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.

Custom field form.