How do I Add Custom Attributes to Invoice Lines?

Updated on July 25, 2019 12:04AM by Admin

You can create custom attributes at both header level and line level. The header level attributes are like common helps to gain more information regarding the details about the customers. The line level attributes supports you define more information about the items/services.

Lets have a look at the following steps.

Steps to Add Custom Attributes at Line Level

  1. Log in and access Invoices App from your universal navigation menu bar.
  2. Click on “More” icon and select "Settings" located at the app header bar.
    invoice settings
  3. Click on “Customize App” drop down and select "Master Layout" from left navigation panel.
    customize app settings
  4. If you are standard plan user, then you need to upgrade your account to use this feature. It would be notified as below:
    upgrade 
  5. In Master Layout there are three tabs "Palette"Inspector" and "Revision"
  6. Drag and drop the necessary attributes into the desired sections also can add new sections.
  7. Add Custom sections and attributes from "Palette" dashboard.

    adding custom section
  8. After adding attributes into the section, you will rename custom sections and fields in line level from "Inspector" dashboard.
     rename the feilds
  9. Click on "Save" button to update the changes made in master layout.
  10. Revision tab allows to view the past changes made in the Master Layout and also we can restore that revision.
     

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