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How to Add Custom Fields to Templates

Invoice templates don't currently support arbitrary custom fields - instead, you customize labels and visibility for the existing line-item columns under…

Steps

  1. Go to Settings → Templates → Invoice Column Settings.
  2. Rename Items Label, Units Label, Price Label, or Amount Label to match your terminology.
  3. Use the Visibility checkboxes to hide columns you don't need (Item and Description can't both be hidden).
  4. Click "Save."

Related Articles

  • How to Navigate the Templates Section
  • How to Customise Your Invoice Header
  • How to Configure Payment Instructions on Templates

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