How to Create and Manage Custom Fields for the Invoice Sidebar

Overview
As an Organization Admin, you can create custom fields for invoices to collect and display additional information specific to your company’s needs. These fields appear in the invoice sidebar and can also be added as columns and filters on the Invoices page.

---

✏️ How to Create Custom Fields for Invoices

1. Go to Organization Settings.

2. Click the Customizable Fields tab.

3. Expand the Invoices section.

4. Click the Add Custom Field button.

5. In the Create Custom Field form:

   • Enter the Field Name.

   • Choose a Field Type:

     • Text

     • Single Select (note: special characters are not allowed)

6. Click Create Field to save.

💡 Once saved, the field will appear in the invoice sidebar and page settings menu.

---

🛠 How to Edit Custom Fields

1. In the Invoices section, locate the field you want to edit.

2. Click the three dots icon next to the field.

3. Choose Edit.

4. Make your changes to the field name or options.

5. Confirm changes when prompted:

   "Warning! Making edits to custom field options will update existing entries."

---

🗑 How to Remove Custom Fields

1. Click the three dots icon next to the field.

2. Select Remove.

3. Review the confirmation message:

   "This field is being used in [X] invoices. Deleting this field will cause irreversible data loss. Are you sure you want to delete this field?"

4. Click Yes to proceed or Cancel to keep the field.

---

👁 Where Custom Fields Appear

Once created, your invoice custom fields are visible in the following places:

• Invoice Sidebar (when editing or viewing an invoice)

• Invoices Page Settings Menu

  • Click the gear icon to show/hide columns.

• Invoices Filters

  • If the field is a Single Select, it will appear as a filter option.

---

🔍 How to Filter Invoices by Custom Fields

1. Go to the Invoices page.

2. Click the Filter dropdown.

3. Locate your Single Select custom field.

4. Select one or more options and click Apply.

5. The invoice list will update to reflect your selected criteria.

---

✅ Custom fields are a powerful way to tailor invoice data to your business. Use them to track status, region, department, or any other attribute that matters to you.