Custom fields can be created to store information which InvoicePlane doesn\'t provide fields for. Custom fields can be created for:
- User Accounts
Adding a Custom Field
To add a new custom field click on the settings icon
in the menubar and
Custom Fields. On the overview click on
New in the top right.
When adding custom fields, it is recommended to only use alpha and numeric characters for the label name. Once a custom field has been added to an object, the custom field will display at the bottom of the form for that object (so a custom field created for the client object will appear on the client form).
Adding Custom Fields to Templates
Please take a look at the Customize Templates page for more information about custom fields in templates.