Invoiced now lets you store and display arbitrary business data on invoices and customer accounts with our new Custom Fields feature.
Custom fields are exactly what they sound like: a simple way to customize Invoiced to serve your business needs. The uses for custom fields are numerous:
- Keeping track of the sales representative for customer accounts
- Segmenting receivables by department
- Adding purchase order numbers to invoices
- And more
It's completely up to you what custom fields you add. Here's a quick walkthrough of adding a Sales Rep field to our customers and invoices.
Go to Settings > Custom Fields to add a new field.
When drafting invoices there is now a new Sales Rep field:
Custom fields work with customer accounts also:
And that's all it takes to setup and deploy custom fields. The invoice will now display the Sales Rep field that you set:
As a bonus you are now going to have filters for your custom fields when browsing customers/invoices and in reporting. There is also a group by option for custom fields in reporting, making it easy to build a Sales by Rep report.
The Custom Fields documentation can be found here. We would love to hear if this new feature can improve your workflow or any other feedback.