Adding custom fields to your invoices in Productive can simplify your invoicing process and better organize your financial records.
Custom fields allow you to include additional information on your invoices, which can be helpful for internal tracking and record-keeping.
This feature not only improves internal tracking but also allows for better communication with clients when needed.
Creating an Invoice Custom Field
1. Go to Settings > Custom fields > Invoices.
2. Select the type of custom field you need: Text, Number, Progress, Date, Single-select, Multi-select, or Person.
3. Add the field details, name the field, and save it.
Applying Custom Fields to Invoices
1) Create or Edit an Invoice
Head over to your Invoicing section and either create a new invoice or edit an existing one (finalized or draft).
2) Input Custom Field Information
Below the main invoice details, you will see a section for custom field inputs. Fill in the required information.
It's important to note that this custom field data will only be visible internally and will not automatically appear on the invoice PDF.
If you want the custom field information to be included in the invoice PDF sent to clients, additional steps are required (covered below).
3) Save Changes
Once you've added the information to your custom fields, save your changes.
You can add and modify the custom fields at any time (before and after marking the invoice as sent), but any changes you make must be confirmed by selecting "Save changes" in the lower left.
Adding Custom Field Information to the PDF Invoice
To show custom field information to your clients, add it to the invoice PDF:
1. In the invoice’s Note section, select the plus sign in the upper-right corner of the note box.
2. Add any text you need for context, then select your custom fields from the dynamic field dropdown. In this example, we added "Invoice classification:" and "This invoice was issued by:" before the fields.
3. Save your changes.
To preview, select View PDF or download the invoice PDF.
Adding Custom Field Information to Invoice Templates
Adding custom fields to your invoice templates speeds up invoicing and keeps all your invoices consistent. You choose which custom fields appear in the notes of every invoice created with a template.
1. Go to Settings > Document templates. Learn more in Setting Up Document Templates.
2. Click the + sign to add custom field information to the note or footer of your template. Every invoice created from this template then includes that data automatically.
3. Use the template dropdown in the invoice editor to select or switch templates.
