How do I add custom fields to my orders, invoices and invoice payment receipts?

How do I add custom fields to my orders, invoices and invoice payment receipts?

To add custom fields:

  • Click the Gear icon on the top-right corner.
  • Go to Preferences - Sales Orders .
  • Switch to the Custom Fields tab and click the + New Custom Field button on the top-right corner.

  • Give your custom field a proper name and select the data type.
  • Choose whether it has to be a mandatory field in that module.
  • Choose whether it has to appear on the PDF version of your transaction.

New custom field popup

  • Click Save at the bottom to create the custom field.

Note: You can create up to 3