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
  2. Custom Fields

How do I set custom field values while adding a new client?

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Last updated 11 months ago

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To set custom field values while adding a new client, follow these steps.

Step 1: Click on the plus sign in the top-right corner of the panel.

Step 2: From the options that appear, select "New Client."

Step 3: Then you need to fill in all the necessary information; simply click on the 'plus' icon located next to the custom field to add it.

Step 4: Please enter the desired values for the custom field as per your specific requirements.

Step 5: To complete the process, please click the "Next" button and enter the client's contact details. Finally, click 'Save'.

This is how you can set custom field values while adding a new client.