Add Custom Fields to Invoices

Learn how to add information from custom fields to invoices

Updated over a week ago

If you're using custom fields in Invoicing, you can now add the information from those custom fields to actual invoices. To do this, place the following formula in the Note section (or wherever you'd like to see the information).  

The name of the custom field must be written in lowercase. 

{custom_field:custom field name}

For example, let's say that you have a custom field by the name of "Invoice Operator" which you would like to add to the invoice.

Go to Settings > Documents templates and copy {custom_field:delivery code} to the Note section:

Now, Productive will pull the data from that custom field:

And your final invoice will look like this:

You can also add it to already generated invoices. Go to Billing > Invoices and add it to the field "Message displayed on Invoice":

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