#Custom Fields

Custom fields allow you to add your own data fields to invoices and other entities beyond the standard fields provided by Simple Invoices.

#Overview

Custom fields can be added to:

• Invoices: Extra fields on your invoice forms (e.g., Purchase Order number, Project code)
• Customers: Additional client information (e.g., VAT number, Account manager)
• Products: Extra product metadata (e.g., SKU, Supplier code)
• Billers: Additional company details

#Creating Custom Fields

1. Go to Settings → Custom Fields
2. Select which entity the field applies to
3. Enter the Field Label (displayed on forms)
4. Choose the Field Type:
   • Text input
   • Text area
   • Dropdown/select
   • Date picker
5. Set any validation or default values
6. Click Save

#Using Custom Fields

Once created, custom fields appear automatically:

• On forms: When creating or editing the entity
• In templates: When viewing or printing
• In exports: Included in PDF, spreadsheet, and document exports

#Managing Custom Fields

• Enable/Disable: Toggle fields on or off without deleting them
• Reorder: Drag to rearrange the display order on forms
• Delete: Remove fields (data remains in database records)

#Best Practices

• Use clear, descriptive labels that your team and clients will understand
• Don't create too many fields: keep forms manageable
• Group related fields logically
• Test that fields appear correctly on PDF exports before sending to clients
• Custom field data is searchable in the database but not from the UI search