OFFICE: Invoice Custom Fields
Add extra information to invoices using custom fields for tax IDs, URLs, and more.
What is an Invoice Custom Field?
Custom fields let you include additional data on your invoices beyond the standard fields. Whether you need a Tax Identification Number, website URL, or any other information, custom fields give you the flexibility to capture and display what matters for your business.
How do I add an Invoice Custom Field?
Start by opening Office > Settings from the main navigation menu.
Select the Custom Fields tab and then click +Add Custom Field.
A form will display where you can configure your new field.
Label: This is the field’s display name and will appear on your invoices.
Default Value: Set a pre-filled value that will automatically populate the field. You can modify this content whenever you edit the invoice.
Usage Position: Select where the field should display on the invoice. Choose between the Organization section (your business details area) or Client section (contact information area). Details about placement are provided below.
Applying the Custom Field to the Invoice
After creating a custom field, it becomes available when you generate invoices.
To create an invoice, go to Office > Invoices and click +Add Invoice.
CLICK HERE to learn more about invoice creation
Scroll to the bottom of the page to locate the Custom Fields section.
Check the boxes next to any fields you want displayed on the invoice. Fields with a preset default value will auto-populate but remain editable. Any custom fields you enable will be included in the payment gateway details.
What does the Contact see?
Once you save your invoice as Open or Draft, click it to preview how it appears to your contact.
Organization section: Displays beneath your business information.
Client section: Displays beneath the contact details.