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.

Updated on:

March 16, 2024

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