Custom Fields

Custom fields can be created to store information which InvoicePlane doesn\'t provide fields for. Custom fields can be created for:

• Clients
• Quotes
• Invoices
• Payments
• User Accounts

Adding a Custom Field  

To add a new custom field click on the settings icon in the menubar and then choose Custom Fields. On the overview click on New in the top right.

When adding custom fields, it is recommended to only use alpha and numeric characters for the label name. Once a custom field has been added to an object, the custom field will display at the bottom of the form for that object (so a custom field created for the client object will appear on the client form).

Adding Custom Fields to Templates  

Please take a look at the Customize Templates page for more information about custom fields in templates.