How to add a company custom field on the web

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”.

A new form appears. Here, select “company” from the navigation bar and click on “ + New Custom Field”.

‍Step 3: Add a custom field

Enter the field name.

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 a company custom field column.

Note: You have successfully added a company 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.

Congratulations! You have successfully added a custom field for the company, and a pop-up appears at the top of the screen informing the same.

Featured Posts

Two Physiotherapy Clinics Run Seamlessly with Swipe | Real User Experience

How to create an expense with GST on web

Bulk Uploads on Swipe Billing App

How to add an expense category on the web

How to Register an Additional Place of Business in GST

What is SIDBI - Full form, Functions and Objectives

How to create a Purchase Invoice on Web

How to add users on the web.

Featured Posts

Looking for a billing software?

Quick Links

Learn More

Testimonials