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.
- Click Save at the bottom to create the custom field.
Note: You can create up to 3