If you need to populate custom information on the invoices, you can configure those as custom fields under the Invoice custom fields section.
Go to the profile icon>settings>operations and financials>invoicing>invoice custom fields
Click on New field
A New team member field pane will appear on the screen, for you to add the necessary details
Give the field a relevant name, for example, Purchase order number or Payment Method: Bank transfer, credit card, PayPal, etc.
Select the relevant Field type. For Purchase order the field type can be a number and for Payment method, the field type can be Single choice
Add a description, that would act like a tooltip for the users to understand what information needs to go into the field
After adding the necessary details, click save
Note: Here you can choose each field that needs to be displayed on the invoice, by checking the “display on invoice” box. For example, Purchase order can be a field shown on invoice and prepaid invoice can be a field not shown on invoice
Text | A single-line text field where users can type the details. |
Multiline | A paragraph field that lets users type in length |
Number | Lets users add numbers like employee id |
Yes/No | Is a either/or field |
Date | Lets users add dates like the joining date of the employees |
Single choice | Lets users one option from multiple choices
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Multiple choice | Lets users select as many relevant options from the available choices |
Single user | Lets users map the team member to another user like their manager |
Multiple user
| Lets users to map the team member to multiple other users like reportees.
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