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September 1, 2020
Question

How can i get custom fields back on my invoices they have completely disappeared i used to be able to have custom fields on my invoices such as purchase order number

  • September 1, 2020
  • 1 reply
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1 reply

Steven_Product Champion
September 1, 2020

Hi plans1,

 

Two settings have to be checked to ensure you can add custom fields to invoices, including purchase orders.

 

Firstly, to add a custom field, we need to turn on the Custom fields first. Then, from the invoice or sales receipt, enter the information you'd like to add. Please follow these steps:

 

  1. Go to the Gear icon and select Account and Settings.
  2. From the Sales tab, select the Sales form content section.
  3. Put a check on the Custom fields tick-box.
  4. Enter a name. Then, Save.

 

For a visual guide you can click here.

 

Secondly, it is best to check to recheck the Custom Form Style you are using to see if the custom field is created. This can be done with the steps below: 

 

  1. Select the Gear Icon in the top right
  2. Select Custom Form Styles
  3. Select the Edit option, to the right of your form style you use
  4. You will see three tabs Design, Content and Emails. Please select Content.
  5. Select the above field that includes Business name and contact details
  6. When you scroll down you can see + Custom field, please select this and ensure you tick the relevant boxes you need with their related titles to add in Custom Fields. 

When you return back to your overall Invoice or Purchase order you should now see the custom field available which will then be mapped in the Print/Preview section. 

 

Thanks, 

 

-Steven