skip to content

Show custom fields on documents

We know that not every business is the same, and therefore we provide you with a bunch of custom fields that can be added to your documents.

In order to specify these fields, visit the Settings page, click on the Documents tab, and scroll down to the Custom Fields section.

Custom fields can be customised differently for each document type, just click on the different tabs that represent different document types.

Specifiable Options

  • Show Account Nr? - This determines if the clients' account number is shown on the document.
  • Show Order Nr? - Whether or not the Order Number is shown on the document.
  • Show Paid By? - Whether or not the Paid By field is shown on the document.
  • Show Due Date? (Invoices only) - Whether or not the Due Date is shown on the document.
  • Show Contact Name & Surname? - Whether or not the client' contact name & surname is shown on the document.
  • Prepend & Append - Document numbers can be automatically pre- or appended with these specified values.
  • Custom Field 1 - 3 - Allows you to add custom fields, the values of which can be entered when creating the document.  These labels can also be changed while setting up a new document.
Previous: SARS Compliance

More than 600 businesses operate more efficiently with us.

Fantastic System

Hi Adriaan

Yes it is. You guys have a fantastic system here by the way

Gareth Perkins - CTO - B3 IT Solutions
valued client Marble Gearbox and Diff
Marble Gearbox and Diff
valued client RYOBI BFN AGENTS
RYOBI BFN AGENTS
valued client NILE MOTORS
NILE MOTORS
valued client GGK Hersteldienste / Boorgatdienste
GGK Hersteldienste / Boorgatdienste
valued client Pumps On Line CC
Pumps On Line CC
valued client Lowveld IT
Lowveld IT
valued client Pretoria Forklifts C.C.
Pretoria Forklifts C.C.
valued client Homechoice
Homechoice
valued client AMPCO Projects PTY Ltd.
AMPCO Projects PTY Ltd.
valued client Endless Drops
Endless Drops
valued client MVS Canteen
MVS Canteen
valued client Grizzly Projects
Grizzly Projects
valued client Zenzele Lubricating Services (PTY) Ltd
Zenzele Lubricating Services (PTY) Ltd
valued client ALLAN & SON ENGINEERING
ALLAN & SON ENGINEERING
valued client TimeWorks Point of Sale (Pty) Ltd
TimeWorks Point of Sale (Pty) Ltd