Custom fields on invoices and quotes
Add your own labelled details, like a container number or delivery terms, to any invoice or quote. They carry through to the customer's link, the PDF and recurring invoices.
By Travada Systems1 min read
Some invoices need more than a description and an amount. A clearing agent needs the container number, a supplier needs delivery terms, a customer's accounts team needs a purchase order reference. Until now that detail had to be squeezed into a line item or the notes.
Your own labels
Add up to eight custom fields to an invoice or quote. Each one is a label and a value, such as Container No. and the number itself. They're off until you add one, so invoices that don't need them look exactly as before.
If you use the same labels every time, set them once as default custom fields in your invoice settings. New invoices start with those labels in place, ready for the values.
Everywhere the invoice goes
Custom fields appear wherever the document does:
- the invoice or quote page in Travada Books
- the link your customer opens
- the PDF
- a duplicated invoice
- every invoice a recurring series creates
- the invoice made from an accepted quote