Document custom field: Document custom field helps to add additional fields for the document, such as salesperson name, vehicle number, etc.
Step 1: Go to “Document settings”.
Step 2: Click on “Custom Headers”.
Step 3: Click on “+ Add New”.
Step 4: Enter the label name, type and default value.
If you wish to change the type, click on type and choose your desired type.
The added field will be visible only in selected document types. If you select All, it will be visible for all document types. You can select multiple document types.
Note: You can always add or edit the details later.
Step 5: Click on “Save”.
Note: You have successfully added an document 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.