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  3. Add Additional or Custom Fields

Add Additional or Custom Fields

Additional or user-defined fields can be added to customers, invoices, quotes and products. For example, if you sell cars you may want to add a vehicle registration number to an invoice and rather than write the number into a line item on the invoice you might like to have a separate, custom field to enter the value.

To Add Additional Fields

Go to the Setup page and click the Add Additional fields link:

When the additional fields page loads enter the titles for any custom fields you wish to define then save the field titles.

Entering Values into Additional Fields

After adding an additional field, a new Additional Fields tab will appear when editing data. For example, if you defined a Vehicle Reg. Number field for an invoice, the Additional Fields tab will allow you to enter a value for the new, user-defined field.

Showing Additional Fields on Invoices and Quotes

If you would like to show any additional, user-defined fields on your printed/ emailed invoices or quotes, use SliQ Invoicing Online’s downloadable template editor. The template editor contains many options for customising templates as well as options for adding your additional fields, choosing where they are shown and how they are shown, e.g. adding borders or choosing fonts and colours. To find out more and download the template editor, see:

Download Template Editor

Updated on October 29, 2018

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