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Published on:

September 19, 2023

Harshini

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Biz with Swipe

Product FAQs

How to add a customer 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 “Customer” 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 customer custom field column.

Note: You have successfully added a customer 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 customer custom field, and a pop-up appears at the top of the screen informing the same.

Updated on:

September 24, 2024

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