In this article, we will explain you more about how you can use custom fields named as Custom Field 1 Wording, Custom Field 2 Wording and their values. You can find these fields in Clients (Customers | Suppliers) and Company Profile under Settings.
Custom fields are given for inserting anything that you want of customer and your company. Whatever you insert in these fields will get reflected on PDF.
Following is the example:
Custom Field 1 Wording: TIN or Tax ID / GSTIN / PAN Number (This field can be used to give field title/label)
Value: 06512826303 / 04ARCPD987431Z5 / ABCDE1234F (This field can be used to give a value to the title/label)
After inserting both Custom Field Wording and its value, they will look like this on PDF:
GSTIN: 04ARCPD987431Z5 (Custom Field 1 Wording: Value)
Android
In Client (Customer | Supplier)
- From side menu tap on Clients
- Tap on client (Customer / Supplier)
- Tap on Edit to edit the client info.
- Tap on the icon of Custom field 1 Wording. Enter title/label like TIN, Tax ID, GSTIN, PAN Number, etc in Custom Field 1 Wording.
- Enter value to above entered title/label like 06512826303, 04ARCPD987431Z5, ABCDE1234F.
- You can do same in case of Custom field 2 Wording and Custom field 2 Value.
- Tap on Save.
- You can view these entered details on Invoice PDF under Bill To or Vendor / Ship To section.
- After inserting both Custom Field Wording and Custom Field Value they will look like this on PDF:
GSTIN: 04ARCPD987431Z5 (Custom Field 1 Wording: Custom Field 1 Value)
In Company Profile
- From side menu tap on Company profile
- Tap on the icon of Custom field 1 Wording. Enter title/label like TIN or Tax ID, GSTIN, PAN Number, etc in Custom Field 1 Wording.
- Enter value to above entered title/label like 06512826303, 04ARCPD987431Z5, ABCDE1234F.
- You can do same in case of Custom field 2 Wording and Custom field 2 Value.
- Tap on Save.
- You can view these entered details on PDF at the top right side above due and paid amount or below Document ID/Number.
- After inserting both Custom Field Wording and Custom Field Value they will look like this on PDF:
GSTIN : 04ARCPD987431Z5 (Custom Field 1 Wording: Custom Field 1 Value)
Web and Mac
In Client (Customer | Supplier)
- From side menu click on Clients -> All Clients / Customers / Suppliers
- Click on button of a client.
- Click on Edit.
- Click on Custom Field 1 Wording and enter title/label like TIN, Tax ID, GSTIN, PAN Number, etc.
- Click on Set as Default checkbox if you want the entered title/label to appear while adding new clients. Old Clients title/label will remain as it is.
- Enter value to above entered title/label like 06512826303, 04ARCPD987431Z5, ABCDE1234F.
- Click on save of popup custom field name.
- You can do same in case of Custom field 2 Wording and its value.
- Click on Save located at the end.
- You can view these entered details on Invoice PDF under Bill To or Vendor / Ship To section.
- After inserting both Custom Field Wording and its value they will look like this on PDF:
GSTIN: 04ARCPD987431Z5 (Custom Field 1 Wording: Value)
In Company Profile
- From side menu click on Settings -> Company ->Company Profile
- Click on Company Info Edit button
- Click on Custom Field 1 Wording enter title/label like TIN or Tax ID, GSTIN, PAN Number, etc.
- Click on Save button of popup.
- Enter value to above entered title/label like 06512826303, 04ARCPD987431Z5, ABCDE1234F.
- You can do same in case of Custom field 2 Wording and its value.
- Click on right/tick-mark button
- Click on red colored save button available at the top next to back arrow button.
- You can view these entered details on PDF at the top right side above due and paid amount or below Document ID/Number.
- After inserting both Custom Field Wording and its value they will look like this on PDF:
GSTIN: 04ARCPD987431Z5 (Custom Field 1 Wording: Value)