“Custom fields” are extra fields you can enable to capture specific details on invoices based on your business needs.

Example: If you need Challan Date or Challan Number on invoices, enable a Date field for the Challan date and a Text field for the challan number. These fields ensure important details are added and printed on every invoice.

To create a custom field follow the steps below :

Step 1: Click on the “Profile icon” and select “Settings.”

Step 2: Select “Custom Field.”

Step 3: To create Custom Fields for sale invoice select “Sale Invoice”

Step 4: In the sales invoice, there is an option to create 10 custom fields of different types: 6 text fields, 3 date fields, and 1 dropdown field.

Use the “Date field” to add details like “Challan Date”, “Deliver Date” or “Journey Date”
Use “Text field” to add details like “Challan Number”, “Shop Location” or “Agent Name”

Enable or Disable Required and Print option as per your need and “Save” it.

Step 4: Now when you create a new invoice, it will prompt you to fill in custom fields, ensuring details like “Challan Date” and “Challan Number” are always included.

Step 5: When you print the invoice, the custom fields “Challan Date” and “Challan Number” will be displayed.

Same way you can create custom fields for other document types like Quotation, Proforma, Purchase Order, Purchase Invoice, Credit Note, Debit Note, Multi Currency Invoice, Payment Receipt and Customer / Vendor.