Custom fields allow you add important information into your quotes and invoices.
When creating quotes or invoices, the 'Project details' section allows you to add information relevant to your business. For example, you might want to add an expected delivery date, or internal notes.
Follow the step by step guide, or watch the video to find out how.
To create a custom field, start in the 'Sales tools' section.
Now, select 'Custom fields'. Then, 'Add custom field'.
Now you're ready to create your custom field. Start by giving it a name, then select field type, depending on what type of information you're looking to add. Also, selecting the visibility option for this field from the "Available from" section.
Finally, select 'save custom field'Here we select 'Multi line text' to give us room to add internal notes on quotes.
Now, when creating a quote or invoice, you'll notice the new custom field is available.
Custom fields can be used for a number of things. Another example might be 'expected delivery date' or 'estimated head count'.
You can also add custom fields to your document template as forms for you or your customers to fill out. Learn more here!