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Objectives

Add Invoice Custom Fields

Steps

Users can now have the ability to customize the fields in invoices to suit their preferences. To get started with customizing the fields, follow these simple steps:

Navigate to the Billing→ Advanced → Settings
Under the Invoices Settings, choose Invoice Custom Fields

Here you can add new fields, edit or remove existing ones and rearrange the field's positions.

Lexzur > How to Create Invoice Custom Fields > Invoice-custom fields list.png

To add a new field, specify its type, and give it a title in the default language (you can name it in multiple languages as well), and choose whether this field will be added in a specific entity or all entities.

Lexzur > How to Create Invoice Custom Fields > image2023-12-7_15-38-26.png

After customizing the fields, you can easily fill them out while creating the invoice. On the "Additional Info" page, the custom fields will be available for input.

Lexzur > How to Create Invoice Custom Fields > Invoice-custom fields in invoice.png

Once the invoice is generated, these custom fields will also be visible and accessible under the "General Info" section.

Lexzur > How to Create Invoice Custom Fields > Invoice-custom fields in invoice general info.png

For more information about LEXZUR, kindly reach out to us at help@lexzur.com.

Thank you!