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.
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 [icon name=”floppy-o” class=”” unprefixed_class=””] 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 [icon name=”floppy-o” class=”” unprefixed_class=””] 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 [icon name=”floppy-o” class=”” unprefixed_class=””] 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)
