Customer custom fields

Add your own details to customers, such as "VAT number", "Account manager" or "PO number". Create the field once, then fill it in for each customer.

Not to be confused with your business's custom fields (Settings → Company), which print under your own details (see Your business details on invoices (name, address, tax ID)).

Create a field

1. Website: Customers → Custom fields. App: Menu → All modules → Setup → Custom fields.
2. Create a new field, enter its name and save. In the app, the sheet is New custom field.

Every field is free text, up to 255 characters. There are no dropdown or checkbox types.

Fill it in for a customer

1. Add or edit the customer.
2. Click Add custom field.
3. Pick the field, type the Field value, and tick Show in invoice if it should print on their invoices. It shows as "Field name: value" under Bill to.
4. Save the customer.

Each field can be used once per customer. Once a row is added, it needs a value.

Rename or delete a field

Open the field to rename it. To delete it, use Delete on its row and confirm. Deleting can't be undone, and it also removes the values you filled in on every customer.

Good to know

• Owners and managers manage fields. Team members can fill in values on customers.
• In the app, values show only in Edit customer, not on the customer page.
• A field already filled in on a customer can't be swapped for another field. Remove the row and add the other field.

FAQ

I can't find Custom fields on the website. It's in the sidebar under Customers, below the customers list. If it opens the upgrade page, it isn't included in your plan.

Can I add a dropdown list? Not at the moment. Type the value as text.