To create a new invoice format with custom fields, read...

To add custom fields to an existing invoice format navigate to Settings -> Invoice Formats


Select the invoice format you want to add custom fields to and click on the Actions ⋮ button next to the chosen invoice format.

 

Choose the Edit option from Actions ⋮ button.

Under the Billing Details section, click on Add custom field to add fields with various data types each with different built-in functions.

Data types you can add to your invoices

The data type helps you define the nature and category of the field you are adding to the invoice. Here is a list of the different data types and what you can use them for-

Data type Description

Text

 Stores string / character values. For ex. IFSC code, Invoice     number (with character values)

 

Text area

 

 Large blocks of text values. For ex. Address

 

Number

 

 Store number values. For ex. Quantity, Number codes

 

Money 

 

 Currency values. For ex. Decimal points based money values

 

Percentage

 

  Percentage value. For ex. Late fee percentage

 

Date

 

  Date values. For ex. Invoice expiry date

 

Time

  This fields support characters and text values.

 Time period for the invoice

 

Automated functions in invoices

Each data type comes with automated functions to reduce manual data entry and calculations. Once a data type is selected, dates, money values, and more are auto-generated and added to the invoice. 

Here is a list of the different automated functions for each data type-

Function Data type Description

Dynamic billing period

Text

 

Useful for subscription based or recurring invoices. Assigning this function sets the billing period automatically for recurring invoices.

 

Late fee fixed amount

Money

Money value added here will be automatically added to an invoices final amount, if the invoice is being paid after the due date. For ex. If the invoice amount is ₹ 100 and late fee is set as ₹ 10 then after the due date the customer will be asked to pay ₹ 110

Last payment

Money

 

Payment made in the earlier billing cycle can be entered here. This allows for a clear representation of the amount paid earlier

 

Adjustment

Money

Allows for adjustment in the total invoice amount. This value can be set either as a positive or a negative value. For ex. Any discount can be added by adding a negative value.

 

Late fee percent

Percentage

Percentage value added here will be automatically added to an invoices final amount, if the invoice is being paid after the due date. For ex. If the invoice amount is ₹ 100 and late fee is set as 5% then after the due date the customer will be asked to pay ₹ 105.

Current date

Date

 

Defaults the date value to the date when the invoice is created.

 

First of the month

Date

 

Defaults the date value to first day of the current month when the invoice is created.

 

Add days

Date

 

Create a new date value by adding days on the bill date or due date field.

 

End of the month

Date

Defaults the date value to last day of the current month when the invoice is created.

 

 

Customize and add fields in your invoice to capture the different details you need with ease.