Navigate to Settings -> Billing & Invoicing -> Create invoice format or open an existing format from Invoice formats. In the Invoice Information section under the Billing Details section click Add custom field.

From the above screen your can add fields with different data types. Data types set the nature and category of data. Data types comes built-in with functions which help to calculate dates, money value and add auto-generated data like invoice number sequences.

Data types supported in invoices

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

 

Primary

  This fields support characters and text values.

 This field though is used as the primary (unique) identifier for   all invoices that are raised.

 

Automated functions in invoices

Automated functions help in reducing manual data entry or calculations required while creating invoices.

Function Data type Description
Invoice number Text Generate invoice numbers using an invoice number sequence generator read more or set your invoice number manually. Read more
Dynamic billing period Text Useful for subscription based or recurring invoices. Assigning this function sets the billing period automatically for recurring invoices. Read more
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
Previous due Money Any values added here will be added to final bill amount automatically
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. Discounts 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
Expiry date Date Post the date value set here the invoice cannot be paid by your customer. This is useful in cases where your billing cycle has ended and you are in process of raising new invoices and would like to stop new payments coming through for a small duration.
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