How to Create Custom Invoice Fields?
Zuper offers out-of-the-box fields including Invoice Date, Due Date, Reference Number, Payment Terms, and attachments, on top of this, you can also create your own Custom Fields that are tailored to your business. When you create a custom field in the Invoice module, it will be displayed on the New Invoice Form and the Invoice Details Page.
Creating a Custom Invoice Field
- To create a Custom Invoice Field, navigate to the "Settings" icon in the Menu.
- Locate the "Custom Fields & Checklist Settings" section and select "Invoice Fields".
3. You will be directed to the "Invoice Fields" page which displays different types of fields available at your disposal as "Available Components".
- Single-Line Input: This allows you to create a field to enter a single line of free text.
- Multi-Line Input: This allows you to create a field to enter multiple lines of free text.
- Date Input: This allows you to create a field where you can select specific date from a calendar.
- Time Input: This allows you to create a field where you can select a specific time.
- Date Time Input: This allows you to create a field where both date and time can be selected.
- Drop-down: This allows you to create a drop-down field with the required list of options.
- Checkbox Input: This allows you to create check-boxes where the provided options can be checked.
- Radio Input: This allows you to create a Radio Input Field where one of the provided options can be selected.
- File Input: This allows you to create a file Input Field where the files can be uploaded.
5. If you would like to remove/delete a particular field, select Delete or click and drag the field out of the "Current Invoice Custom Fields" area.
Note: If a particular field needs to be hidden from Field Technicians on the "Zuper Pro" mobile application, click on the field, select the "Hide to Field Executive / Technician" checkbox and click "Save".Note: If a particular field needs to be a read-only field on the "Zuper Pro" mobile application, click on the field, select the "Mark as Read-only" checkbox, and click "Save".Note: If a particular field needs to be a read-only field on the "Zuper Pro" mobile application, click on the field, select the "Mark as Hidden Field" checkbox, and click "Save".
Note: If a particular field needs to be a read-only field on the "Zuper Pro" mobile application, click on the field, select the "Mark as Required" checkbox, and click "Save".Related Articles
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