How to add custom field for the document on web?

Document custom field: Document custom field helps to add additional fields for the document, such as salesperson name, vehicle number, etc.

To add custom fields for a document. First, Go to “Sales” and select “Invoices”. Now, click on the “Document Settings”.

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 “Document” from the navigation bar and click on "+ New Custom Field”.

Step 3: Add a custom field

Enter the field name Type and default value.
You can select the document type to custom field.
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 4: Click on “Save”.

Now, click on the “Save” button at the top right corner of the screen to add an item custom field column.

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.

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.