How can I add a custom field for a customer on the web?

Customer custom field: Customer custom field helps to add additional fields under the customer details, such as Aadhar card number, Alternative mobile number etc.

To add a customer custom field.
First, Go to “Sales” and select “Invoices”. Now, click on the “Document Settings” Option.

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”.

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.

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

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.

Note: Added field will display under customer section. When you’re adding/editing the customer you can enter the details in the field.