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Custom Fields

Custom fields on invoices and quotes (templates)

For creating custom fields, field types, tabs, and validation, use the main guide: Custom Fields. This page only explains how those fields can appear on documents you send to customers.

How fields show on documents
  • Fields are grouped by the table they belong to (for example client vs invoice). Use the correct table when you create the field.
  • Whether a value prints on a PDF or shows on a client-facing page depends on your invoice and quote templates and any merge tags or layout your team configured.
  • If something does not appear where you expect, check Invoice and Quotes Templates and confirm the field is allowed for that document type.

Tip: If you edit Field Meta (JSON) and make a mistake, switch the field type to something simple (such as Text), save, then switch back and re-enter the JSON—same as on the main Custom Fields page.

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