How do I create a custom field?
Last updated
Last updated
Here's how to create a custom field:
Step 1: Go to the navigation panel and choose the 'Clients' option to view the list of clients.
Step 2: Within the Clients section, select the 'Custom Fields' tab.
Step 3: Click on the 'Add custom field' option on the right side of the tab.
Step 4: Fill in the required details for the clients. If you want this field to be shown on the invoice, check the "Show on Invoice" checkbox. Click on 'Save' to store the information.
When adding a new client, you'll be able to select a custom field and input specific details about the client. If a default value is configured for the custom field, these details will automatically be added when a new client is created.