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Custom fields

In order to create a new custom field for invoices, go to Administration -> Custom fields and click on New custom field in the right upper corner. You will have to choose the type of object for it first. Notice that we have provided two custom fields for Invoices already - text and date field.

invoice custom fields.png

Next, fill in some details.

invoice custom fields2.png

You can also edit existing custom fields - just click on the name of the field.

After you use custom fields in your invoice, it should look like the below:

invoice custom fields3.png

If you want to filter data based on your new custom field, just check this option in. You can also decide whether this custom field will be a required field, available for all projects or just some of them, available for certain trackers, and whether it will be a private custom field or visible for other users.

Custom fields are usually used for filtering data - they are available in the filters dropdown list. To see the custom field in the list of filters you need to edit this field and check Used as a filter in.

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