How to add a company custom field on the web

Step 1: Go to “Sales” and select “Invoices”.

Now, click on the “Document Settings” Option at the top right corner of the screen.

Step 2: Select “Add Custom Fields”.

A new form appears. Here, select “company” from the navigation bar and click on “ + New Custom Field”.

‍Step 3: Add a custom field

Enter the field name.

Note: You can always add or edit the details later.

Step 4: Click on “Save”.

Now, click on the “Save” button at the top right corner of the screen to add a company custom field column.

Note: You have successfully added a company custom field and a pop-up appears at the top of the screen informing the same. From now on, you can add this custom field to an Invoice whenever you create a new transaction.

Step 5: Click on “Update Settings”.

Close the custom field form and Click on “Update settings” from the first form present at the top right corner of the screen.

Congratulations! You have successfully added a custom field for the company, and a pop-up appears at the top of the screen informing the same.

Featured Posts

How Swipe Helped Me Run My Gift Shop Smoothly – The Story of Manoj Kumar Shah from Bihar

How Swipe Helped Me Simplify My Family Business -The Story of Prince Kumar from Bihar

How We Transformed Laxmi Computers with Swipe – A Simple Billing Solution That Changed Everything

How to add a product on the web.

How to add a Vendor custom field on the web

How Swipe Transformed Our Billing Operations at Mybakersmart

How to Start a Gold Import Export Business in India

Swipe is now LIVE in UAE

Featured Posts

Looking for a billing software?

Quick Links

Learn More

Testimonials