If you want to add more information to your accounting documents (in the header, footer, billed to/by section, or under the total amounts section), you can do so with the help of custom fields.
To add custom fields, look for the “Add More Fields” option while you are creating a document:
Just click on the “Add More Fields” option to proceed with adding a new custom field in your document:
Adding Custom Fields in Your Billed By/To Sections:
If you want to add more information in the billed to/billed by sections of your accounting documents, you can do so too with custom fields.
Let’s say you want to add alternative email and phone numbers of your clients in the Billed To section.
To do so, click on the “Edit” icon in the “Billed To” section:
Once you click on “Edit”, a pop-up form will appear:
Under the additional detail section, you will find the “Add Custom Fields” option:
When you click on “Add Custom Fields”, you will be able to see the custom fields that you have already created for this section. You can either choose from them OR click on “Add New Custom Field” to add a new one:
When you click on “Add New Custom Field”, you will see the following pop-up form:
In the Field Name and Label, write the name of the custom field.
In the Field Type dropdown, select the field type according to the type of details you want to add (Email, Phone No. URL, etc.)
Once done. Just click “Save”, and you are good to go!
In case you have more questions reach out to us at care@refrens.com or contact us via chat support for quicker assistance.