You can add new custom fields up to 30 fields. However, some fields have been used. Before you add, please see the list of available custom fields for each entity type
| Entity Type | Custom field number available from custom_field_30 |
|---|---|
| Account | custom_field_3 |
| Bill | custom_field_2 |
| BillLine | custom_field_2 |
| BillPayment | custom_field_2 |
| BillPaymentLine | custom_field_2 |
| CreditMemo | custom_field_2 |
| CreditMemoLine | custom_field_2 |
| Customer | custom_field_12 |
| Estimate | custom_field_2 |
| EstimateLine | custom_field_2 |
| Invoice | custom_field_2 |
| InvoiceLine | custom_field_2 |
| Item | custom_field_3 |
| Payment | custom_field_2 |
| PaymentLine | custom_field_2 |
| Purchase | custom_field_2 |
| PurchaseLine | custom_field_2 |
| PurchaseOrder | custom_field_2 |
| PurchaseOrderLine | custom_field_2 |
| SalesReceipt | custom_field_2 |
| SalesReceiptLine | custom_field_2 |
| Vendor | custom_field_12 |
- Go to Settings
- choose Custom Fields
- Click Add New Button
- Click Add New ButtonEntity – select an entity type, for example, Customer
- Custom field – select available custom_field_12
- Field name – input your custom field name, for example, “Special Notes.”
- Description – input custom field description for your internal information
- Click Save & Close
- Click Add New ButtonEntity – select an entity type, for example, Customer
Notes:
The custom field value is not displayed in the forms, such as invoices, unless we do the customization, and
these need to be performed by our developers.