How do I create custom attributes in invoices app?

Updated on March 5, 2018 10:03PM by Admin

Custom attributes are nothing but the fields that are unique to your invoices app account. They can be created, modified, and customized. You can also have attributes of different data types such as text, numbers, date, currency, etc,.

Master layouts in invoices app allows you to add up the custom fields as per your requirement. There are a few stand alone steps to be followed to access settings to customize custom attributes in invoices app.

Have a look at the following steps to understand better.

Steps to Customize Master Layout Attributes in Invoices

  1. Login and access Invoices app from universal navigation menu bar.
  2. Click on “More” and select “Settings” from app header bar.
  3. Click on “Customize App” dropdown and select “Master layout” from left navigation panel.
    Note: If you are standard plan user, then you need to upgrade your account to use this master layout feature. It would be notified as below:
  4. Choose the section under the “Palette” tab.You can customize with one or two column section.
  5. Drag and drop your own custom attributes into the section.
  6. Rename the attribute by clicking on “Inspector” tab. A pop up will appears to rename and update the attributes.
    For instance, Now you are adding the “Two column” section and insert a “Drop Down” attribute as shown in image. From “Inspector” tab you can rename your custom attribute in invoices master layout.
  7. You have now created your own custom attributes in your invoices master layout.

Related Links