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How can I add new fields to my customers?

You can add up to 3 custom fields for your customers to specify any additional information you want to.

To create a Custom Field:

  • Go to Settings from the top-right corner.

  • Click Customers.

  • Select the Field Customization tab.

  • Click + New Custom Field at the top-right corner.

    Custom Field Invoices

  • Enter the Label Name, Data Type and other necessary details.

  • Click Save.

You can edit the custom fields you’ve created, or remove them anytime by going to preferences.

Custom fields for contacts
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