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

Some of our Valued Customers

valued client Paramedics For Hire
Paramedics For Hire
valued client Adventure Peaks
Adventure Peaks
valued client Konsortium Operations ( Roamfree Meats )
Konsortium Operations ( Roamfree Meats )
valued client Digifax (Pty) Ltd trading as Digirent
Digifax (Pty) Ltd trading as Digirent
valued client Lowveld Lawn 2018
Lowveld Lawn 2018
valued client Nogana Events and Decor
Nogana Events and Decor
valued client OrgChart Hosting Pty Ltd
OrgChart Hosting Pty Ltd
valued client MONSTER SECURITY SERVICES
MONSTER SECURITY SERVICES
valued client OPTIMUS ELECTRICAL PTY (LTD)
OPTIMUS ELECTRICAL PTY (LTD)
valued client Entidee Enterprise PTY (ltd)
Entidee Enterprise PTY (ltd)
valued client One2b
One2b
valued client SKYFI Internet Solutions (PTY) Ltd
SKYFI Internet Solutions (PTY) Ltd
valued client MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
MONSTER SECURITY SERVICES (THABAZIMBI/NORTHAM)
valued client Kruger Wild View Guesthouse
Kruger Wild View Guesthouse
valued client Meyer VPA Franchising (Pty) Ltd
Meyer VPA Franchising (Pty) Ltd