skip to content

Show custom fields on documents

Tue, 8 July 2014

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

Some of our Valued Customers

valued client Beyond Laser CNC Cutting Technology South Africa CC
Beyond Laser CNC Cutting Technology South Africa CC
valued client #DiGi3
#DiGi3
valued client Konsortium Operations ( Roamfree Meats )
Konsortium Operations ( Roamfree Meats )
valued client ELECTROPRINT ARMATURE REWINDERS
ELECTROPRINT ARMATURE REWINDERS
valued client CLEVER STUDENTS
CLEVER STUDENTS
valued client All-N-One Facilities Services
All-N-One Facilities Services
valued client DIVERSITY HOSPITALITY (PTY) LTD
DIVERSITY HOSPITALITY (PTY) LTD
valued client FERRIT SECURITY SOLUTIONS (PTY) LTD
FERRIT SECURITY SOLUTIONS (PTY) LTD
valued client Digifax Pty) Ltd t/a Findfish
Digifax Pty) Ltd t/a Findfish
valued client Mecwind Alternative Energy (Pty) Ltd
Mecwind Alternative Energy (Pty) Ltd
valued client Positive Cycle
Positive Cycle
valued client Dream Out Loud (Pty)Ltd
Dream Out Loud (Pty)Ltd
valued client Math Zone (pty) Ltd
Math Zone (pty) Ltd
valued client SP-Wind (Pty) Ltd
SP-Wind (Pty) Ltd
valued client Konsortium Skeerdiens
Konsortium Skeerdiens