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lg:max-w-160 "><div class="flex pb-6 max-md:pb-2 lg:max-w-160"><div class="flex flex-wrap items-baseline pb-4 text-base"><a href="/en/" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color">All Collections</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/38828-invoicing" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-0">Invoicing</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><a href="https://help.productive.io/en/collections/9447156-specific-invoicing-cases" class="pr-2 text-body-primary-color no-underline hover:text-body-secondary-color" data-testid="breadcrumb-1">Specific Invoicing Cases</a><div class="pr-2" aria-hidden="true"><svg width="6" height="10" viewBox="0 0 6 10" class="block h-2 w-2 fill-body-secondary-color rtl:rotate-180" xmlns="http://www.w3.org/2000/svg"><path fill-rule="evenodd" clip-rule="evenodd" d="M0.648862 0.898862C0.316916 1.23081 0.316916 1.769 0.648862 2.10094L3.54782 4.9999L0.648862 7.89886C0.316916 8.23081 0.316917 8.769 0.648862 9.10094C0.980808 9.43289 1.519 9.43289 1.85094 9.10094L5.35094 5.60094C5.68289 5.269 5.68289 4.73081 5.35094 4.39886L1.85094 0.898862C1.519 0.566916 0.980807 0.566916 0.648862 0.898862Z"></path></svg></div><div class="text-body-secondary-color">Adding Custom Fields to Invoices</div></div></div><div class=""><div class="article intercom-force-break"><div class="mb-10 max-lg:mb-6"><div class="flex flex-col gap-4"><div class="flex flex-col"><header class="mb-1 font-primary text-2xl font-bold leading-10 text-body-primary-color">Adding Custom Fields to Invoices</header><div class="text-md font-normal leading-normal text-body-secondary-color"><p>Organize and customize your invoices in Productive with custom fields, enhancing both internal tracking and client communication.</p></div></div><div class="avatar"><div class="avatar__info -mt-0.5 text-base"><span class="text-body-secondary-color"> Updated over 2 months ago</span></div></div></div></div><div class="jsx-ef86202475c6562f flex-col"><div class="jsx-ef86202475c6562f mb-7 ml-0 text-md max-messenger:mb-6 lg:hidden"><div class="jsx-27f84a20f81f6ce9 table-of-contents max-h-[calc(100vh-96px)] overflow-y-auto rounded-2xl text-body-primary-color hover:text-primary max-lg:border max-lg:border-solid max-lg:border-body-border max-lg:shadow-solid-1"><div data-testid="toc-dropdown" class="jsx-27f84a20f81f6ce9 hidden cursor-pointer justify-between border-b max-lg:flex max-lg:flex-row max-lg:border-x-0 max-lg:border-t-0 max-lg:border-solid max-lg:border-b-body-border border-b-0"><div class="jsx-27f84a20f81f6ce9 my-2 max-lg:pl-4">Table of contents</div><div class="jsx-27f84a20f81f6ce9 "><svg class="ml-2 mr-4 mt-3 transition-transform" transform="" width="16" height="16" fill="none" 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data-testid="toc-section-1" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_ba4f02178c" href="#h_ba4f02178c" data-testid="toc-link-1" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-2" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_d8309ab1d5" href="#h_d8309ab1d5" data-testid="toc-link-2" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-3" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_904e306485" href="#h_904e306485" data-testid="toc-link-3" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-4" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-7"><a id="#h_dd4f6eb887" href="#h_dd4f6eb887" data-testid="toc-link-4" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-5" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_a53426cb0d" href="#h_a53426cb0d" data-testid="toc-link-5" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section><section data-testid="toc-section-6" class="jsx-27f84a20f81f6ce9 flex border-y-0 border-e-0 border-s-2 border-solid py-1.5 max-lg:border-none px-4"><a id="#h_4e4f304e02" href="#h_4e4f304e02" data-testid="toc-link-6" class="jsx-27f84a20f81f6ce9 w-full no-underline hover:text-body-primary-color max-lg:inline-block max-lg:text-body-primary-color max-lg:hover:text-primary lg:text-base text-body-toc-inactive-color"></a></section></div></div></div><div class="jsx-ef86202475c6562f article_body"><article class="jsx-ef86202475c6562f "><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Adding <a href="https://help.productive.io/en/articles/3732248-creating-and-adding-custom-fields">custom fields</a> to your invoices in Productive can simplify your invoicing process and better organize your financial records.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Custom fields allow you to <b>include additional information on your invoices</b>, which can be helpful for internal tracking and record-keeping.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This feature not only improves internal tracking but also allows for <b>better communication with clients</b> when needed.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_7274958da1">Creating an Invoice Custom Field</h1></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Navigate to Settings</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Go to <b>Settings</b> ><b> Custom fields</b> > <b>Invoices</b>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1100331872/6ea339dc00e2f08be3a20d6c/Screenshot+2024-07-02+at+16_21_07.png?expires=1732752900&signature=e08a7c727e924473351c83e7a6efcf39e74b596e4712de08129cd0d846e8c2d9&req=dSEnFsp9nIlYW%2FMW1HO4zRsSatVWERjLOBAAknB%2F5WHDW1hSIAgdgIzl3B0T%0AG%2FUO%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1100331872/6ea339dc00e2f08be3a20d6c/Screenshot+2024-07-02+at+16_21_07.png?expires=1732752900&signature=e08a7c727e924473351c83e7a6efcf39e74b596e4712de08129cd0d846e8c2d9&req=dSEnFsp9nIlYW%2FMW1HO4zRsSatVWERjLOBAAknB%2F5WHDW1hSIAgdgIzl3B0T%0AG%2FUO%0A" width="2926" height="1210"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Choose the Custom Field Type</b><br/>Select the <a href="https://help.productive.io/en/collections/9246707-custom-field-types">type of custom field</a> you need: Text, Number, Date, Single-select, Multi-select, or Person.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1100334742/ed560dbd7ac2e66657ff6409/Screenshot+2024-07-02+at+17_44_20.png?expires=1732752900&signature=a4a07edb97792debe3eb45d796a2cb7d82eb67b457788d91e3b33f5864b9d841&req=dSEnFsp9mYZbW%2FMW1HO4zTXaoThdGxSxdIxVowKnMUxej3DQ4oV2Wz78Cf%2Bu%0Aggc7%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1100334742/ed560dbd7ac2e66657ff6409/Screenshot+2024-07-02+at+17_44_20.png?expires=1732752900&signature=a4a07edb97792debe3eb45d796a2cb7d82eb67b457788d91e3b33f5864b9d841&req=dSEnFsp9mYZbW%2FMW1HO4zTXaoThdGxSxdIxVowKnMUxej3DQ4oV2Wz78Cf%2Bu%0Aggc7%0A" width="1120" height="1218" style="width:450px"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Create Your Field</b><br/>After choosing the field type, add all necessary field details, name your field and save it.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><img src="https://downloads.intercomcdn.com/i/o/1100276034/f9d30282031b0dfc9e330507/Screenshot+2024-07-02+at+17_02_30.png?expires=1732860000&signature=514da34db4ef1d3aec34ef19b85d6efb163a2cbe8d68c33594f5fb9ffcb90306&req=dSEnFst5m4FcXfMW3Hu4gQ4X9MyU06F5fSN24By2bMej%2B3%2FjHVK30X%2B2TjiR%0ANA%3D%3D%0A" width="450" alt=""/></p></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_ba4f02178c">Applying Custom Fields to Invoices</h1></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_d8309ab1d5">1) Create or Edit an Invoice</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Head over to your <b>Invoicing</b> section and either <a href="https://help.productive.io/en/articles/2179631-how-to-create-an-invoice">create a new invoice</a> or edit an existing one (finalized or <a href="https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts">draft</a>). </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_904e306485">2) Input Custom Field Information</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Below the main invoice details, you will see a section for custom field inputs. Fill in the required information.<br/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>It's important to note that <b>this custom field data will only be visible internally and will not automatically appear on the invoice PDF.</b> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you want the custom field information to be included in the invoice PDF sent to clients, additional steps are required (covered below).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><img src="https://downloads.intercomcdn.com/i/o/1100269825/ba1ffa6f27ead5350b2dbf30/Screenshot+2024-07-02+at+16_57_14.png?expires=1732860000&signature=19e6630292d08021b21c2c6a0a5ba5dbd451804406a791c1d9a4fe656878974f&req=dSEnFst4lIldXPMW3Hu4gX2p36Bhan4jzfh9cHvih55Z7imBgaKHqFgTNmF2%0ALA%3D%3D%0A" width="2722" alt=""/></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-subheading intercom-interblocks-align-left"><h2 id="h_dd4f6eb887">3) Save Changes</h2></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Once you've added the information to your custom fields, save your changes. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>You can add and modify the custom fields at any time (before and after marking the invoice as sent), but any changes you make must be confirmed by selecting "<b>Save changes</b>" in the lower left.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1100321135/910430c8845b03b5d165f871/Screenshot+2024-07-02+at+17_33_50.png?expires=1732752900&signature=b3002d4f67d1db8177adffcd5d196d16caa2186d6666a3283c25c50c05c96bff&req=dSEnFsp8nIBcXPMW1HO4zQwel%2FN8%2F%2FGatDRI4OG6BBUTY4afT%2B68ChOI6oiE%0ANlLtGhwaoQDTaFBHghk%3D%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1100321135/910430c8845b03b5d165f871/Screenshot+2024-07-02+at+17_33_50.png?expires=1732752900&signature=b3002d4f67d1db8177adffcd5d196d16caa2186d6666a3283c25c50c05c96bff&req=dSEnFsp8nIBcXPMW1HO4zQwel%2FN8%2F%2FGatDRI4OG6BBUTY4afT%2B68ChOI6oiE%0ANlLtGhwaoQDTaFBHghk%3D%0A" width="2736" height="1484"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_a53426cb0d">Adding Custom Field Information to the PDF Invoice</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>If you wish for your clients to see the custom field information on their invoices, you can include it in the PDF version by following these steps:</p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Dynamic Custom Field Input</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In the <b>Note section</b> of the invoice, <b>select the plus sign</b> located in the upper-right corner of the note input box.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1166778917/af2d11e063c281c2f76c5368/Screenshot+2024-09-03+at+08_26_43.png?expires=1732752900&signature=ca0ba666e86b57782161fc622d005e5923bd7bbd0e02d505c4d8658d75c4c51f&req=dSEhEM55lYheXvMW1HO4zQrl02w2%2FcTvsln3n1WMC2mVXcI9d%2FGUvUK1AVaH%0Al125%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1166778917/af2d11e063c281c2f76c5368/Screenshot+2024-09-03+at+08_26_43.png?expires=1732752900&signature=ca0ba666e86b57782161fc622d005e5923bd7bbd0e02d505c4d8658d75c4c51f&req=dSEhEM55lYheXvMW1HO4zQrl02w2%2FcTvsln3n1WMC2mVXcI9d%2FGUvUK1AVaH%0Al125%0A" width="2572" height="1244"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Example</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>In this example, we also added additional text for extra context ("<b>Invoice classification:</b>" and "<b>This invoice was issued by:</b>") </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>Then we added our custom field information by selecting them from the dynamic field dropdown.<br/></p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1166781028/20c6771c88916df287d7b144/Screenshot+2024-09-03+at+08_29_01.png?expires=1732752900&signature=f77b0449b84300fed9d8a5546de13dd94b3507c02fdfa4a08f4fc34e9e0eca07&req=dSEhEM52nIFdUfMW1HO4zXvfMmGe80GlMWKs66zglZZALf6GL336t0Kg8AK%2F%0ARU6s%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1166781028/20c6771c88916df287d7b144/Screenshot+2024-09-03+at+08_29_01.png?expires=1732752900&signature=f77b0449b84300fed9d8a5546de13dd94b3507c02fdfa4a08f4fc34e9e0eca07&req=dSEhEM52nIFdUfMW1HO4zXvfMmGe80GlMWKs66zglZZALf6GL336t0Kg8AK%2F%0ARU6s%0A" width="2494" height="774"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Save and Preview</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>After adding the fields, save your changes. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1166781402/12cdf62dd6e6b6fe319b0193/Screenshot+2024-09-03+at+08_29_39.png?expires=1732752900&signature=b6836e4b797fc7817010201388194ac1942d31a99357e81e318520c469aa0d71&req=dSEhEM52nIVfW%2FMW1HO4zcyJeinkjx6H0hpPx6IvbPL4Qjhv%2BofKH6BvomIq%0A2ird%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1166781402/12cdf62dd6e6b6fe319b0193/Screenshot+2024-09-03+at+08_29_39.png?expires=1732752900&signature=b6836e4b797fc7817010201388194ac1942d31a99357e81e318520c469aa0d71&req=dSEhEM52nIVfW%2FMW1HO4zcyJeinkjx6H0hpPx6IvbPL4Qjhv%2BofKH6BvomIq%0A2ird%0A" width="2674" height="940"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>To preview, select <b>View PDF</b> or <b>download</b> the invoice PDF.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1100296440/1e85da1d8a41147a49aa6979/Screenshot+2024-07-02+at+17_16_37.png?expires=1732752900&signature=ec4e37a89fdf67d9e6dc8b93ed7c227a14e04ca2c894e6b0418548de7408b522&req=dSEnFst3m4VbWfMW1HO4zfB1Kflxdc4Oi2B6y8647pVEC7hicV90%2F8elTbQ2%0AQ7rp%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1100296440/1e85da1d8a41147a49aa6979/Screenshot+2024-07-02+at+17_16_37.png?expires=1732752900&signature=ec4e37a89fdf67d9e6dc8b93ed7c227a14e04ca2c894e6b0418548de7408b522&req=dSEnFst3m4VbWfMW1HO4zfB1Kflxdc4Oi2B6y8647pVEC7hicV90%2F8elTbQ2%0AQ7rp%0A" width="2836" height="1006"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-center"><a href="https://downloads.intercomcdn.com/i/o/1100299063/c0a8f269c0fbf25f0a3e8523/Screenshot+2024-07-02+at+17_18_37.png?expires=1732752900&signature=287a5f505689be5ee4071bf8664f7471c8be40dbf95efe0b0633ef1c5d15f394&req=dSEnFst3lIFZWvMW1HO4zcJeHmcIi1n5nYoAKx9hWOpBcjFdtKTtb7zbhuFJ%0AoSPI%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1100299063/c0a8f269c0fbf25f0a3e8523/Screenshot+2024-07-02+at+17_18_37.png?expires=1732752900&signature=287a5f505689be5ee4071bf8664f7471c8be40dbf95efe0b0633ef1c5d15f394&req=dSEnFst3lIFZWvMW1HO4zcJeHmcIi1n5nYoAKx9hWOpBcjFdtKTtb7zbhuFJ%0AoSPI%0A" width="1712" height="1390" style="width:600px"/></a></div></li></ol></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-heading intercom-interblocks-align-left"><h1 id="h_4e4f304e02">Adding Custom Field Information to Invoice Templates</h1></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Including custom fields in your invoice templates speeds up the invoicing process and ensures consistency across all invoices. </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This feature allows you to specify which custom fields should appear in the notes of all invoices created with a particular template.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Here’s a brief guide on how to add custom field information to your invoice templates in Productive:</p></div><div class="intercom-interblocks-ordered-nested-list"><ol><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Navigate to Document Templates</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> Go to Settings > <a href="https://help.productive.io/en/articles/3154390-document-templates">Document templates</a>.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Insert Custom Field Formula</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>Copy the dynamic field formula <code>{custom_field:custom field name}</code> into the Note section of your template and save the changes.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This ensures that the custom field information is automatically included in every invoice generated from this template.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1100303030/78cb0804d840a57c8c97e1ab/Screenshot+2024-07-02+at+17_21_46.png?expires=1732752900&signature=8c3aa195597350ef26ff172041b568f3ab1ff3382bf66326957f017f95611b88&req=dSEnFsp%2BnoFcWfMW1HO4zedrFoTiIU4tI1wixCMp2E89Bjf8U%2FNANNpBqkNS%0A47H7%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1100303030/78cb0804d840a57c8c97e1ab/Screenshot+2024-07-02+at+17_21_46.png?expires=1732752900&signature=8c3aa195597350ef26ff172041b568f3ab1ff3382bf66326957f017f95611b88&req=dSEnFsp%2BnoFcWfMW1HO4zedrFoTiIU4tI1wixCMp2E89Bjf8U%2FNANNpBqkNS%0A47H7%0A" width="2102" height="1094"/></a></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div></li><li><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><b>Apply the Template to Invoices</b></p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p>This setup will save you time by automatically populating custom field information in all invoices created using this template, ensuring consistent and accurate communication with your clients.</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p><br/>You can select and switch between diffrent invoice templates in the template dropdown in the invoice editor (see below).</p></div><div class="intercom-interblocks-paragraph no-margin intercom-interblocks-align-left"><p> </p></div><div class="intercom-interblocks-image intercom-interblocks-align-left"><a href="https://downloads.intercomcdn.com/i/o/1100330126/f63ce3e4cf8085ed55526c47/Screenshot+2024-07-02+at+17_40_39.png?expires=1732752900&signature=1154a92fc1f13f94a421486655b2cd8d12dc56c9401f748750889c12fef93544&req=dSEnFsp9nYBdX%2FMW1HO4zUN8xrvu5j%2FuI8eggJIf3Ksv%2BxiXB2IRkWrn5K6z%0APWgl%0A" target="_blank" rel="noreferrer nofollow noopener"><img src="https://downloads.intercomcdn.com/i/o/1100330126/f63ce3e4cf8085ed55526c47/Screenshot+2024-07-02+at+17_40_39.png?expires=1732752900&signature=1154a92fc1f13f94a421486655b2cd8d12dc56c9401f748750889c12fef93544&req=dSEnFsp9nYBdX%2FMW1HO4zUN8xrvu5j%2FuI8eggJIf3Ksv%2BxiXB2IRkWrn5K6z%0APWgl%0A" width="2530" height="1126"/></a></div></li></ol></div><section class="jsx-62724fba150252e0 related_articles my-6"><hr class="jsx-62724fba150252e0 my-6 sm:my-8"/><div class="jsx-62724fba150252e0 mb-3 text-xl font-bold">Related Articles</div><section class="flex flex-col rounded-card border border-solid border-card-border bg-card-bg p-2 sm:p-3"><a 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Help Center","footerLogo":"https://downloads.intercomcdn.com/i/o/295088/7d1e9e7d334295930dd163a3/801f1c6d85d7662e8810fa8dcc02754d.png","footerLogoHeight":"110","localisedInformation":{"contentBlock":{"locale":"en","title":"Content section title","withButton":false,"description":"","buttonTitle":"Button title","buttonUrl":""}}},"user":{"userId":"06007a9a-f341-4062-af38-3e1345d68a7d","role":"visitor_role"},"articleContent":{"articleId":"3729050","author":null,"blocks":[{"type":"paragraph","text":"Adding \u003ca href=\"https://help.productive.io/en/articles/3732248-creating-and-adding-custom-fields\"\u003ecustom fields\u003c/a\u003e to your invoices in Productive can simplify your invoicing process and better organize your financial records.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Custom fields allow you to \u003cb\u003einclude additional information on your invoices\u003c/b\u003e, which can be helpful for internal tracking and record-keeping.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This feature not only improves internal tracking but also allows for \u003cb\u003ebetter communication with clients\u003c/b\u003e when needed.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Creating an Invoice Custom Field","idAttribute":"h_7274958da1"},{"type":"orderedNestedList","text":"1. \u003cb\u003eNavigate to Settings\u003c/b\u003e\n Go to \u003cb\u003eSettings\u003c/b\u003e \u0026gt;\u003cb\u003e Custom fields\u003c/b\u003e \u0026gt; \u003cb\u003eInvoices\u003c/b\u003e.\n \n \n \n2. \u003cb\u003eChoose the Custom Field Type\u003c/b\u003e\u003cbr\u003eSelect the \u003ca href=\"https://help.productive.io/en/collections/9246707-custom-field-types\"\u003etype of custom field\u003c/a\u003e you need: Text, Number, Date, Single-select, Multi-select, or Person.\n \n \n \n3. \u003cb\u003eCreate Your Field\u003c/b\u003e\u003cbr\u003eAfter choosing the field type, add all necessary field details, name your field and save it.\n \n \u003cimg src=\"https://downloads.intercomcdn.com/i/o/1100276034/f9d30282031b0dfc9e330507/Screenshot+2024-07-02+at+17_02_30.png?expires=1732860000\u0026amp;signature=514da34db4ef1d3aec34ef19b85d6efb163a2cbe8d68c33594f5fb9ffcb90306\u0026amp;req=dSEnFst5m4FcXfMW3Hu4gQ4X9MyU06F5fSN24By2bMej%2B3%2FjHVK30X%2B2TjiR%0ANA%3D%3D%0A\" width=\"450\" alt=\"\"\u003e","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eNavigate to Settings\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Go to \u003cb\u003eSettings\u003c/b\u003e \u0026gt;\u003cb\u003e Custom fields\u003c/b\u003e \u0026gt; \u003cb\u003eInvoices\u003c/b\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1100331872/6ea339dc00e2f08be3a20d6c/Screenshot+2024-07-02+at+16_21_07.png?expires=1732752900\u0026signature=e08a7c727e924473351c83e7a6efcf39e74b596e4712de08129cd0d846e8c2d9\u0026req=dSEnFsp9nIlYW%2FMW1HO4zRsSatVWERjLOBAAknB%2F5WHDW1hSIAgdgIzl3B0T%0AG%2FUO%0A","width":2926,"height":1210},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eChoose the Custom Field Type\u003c/b\u003e\u003cbr\u003eSelect the \u003ca href=\"https://help.productive.io/en/collections/9246707-custom-field-types\"\u003etype of custom field\u003c/a\u003e you need: Text, Number, Date, Single-select, Multi-select, or Person.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1100334742/ed560dbd7ac2e66657ff6409/Screenshot+2024-07-02+at+17_44_20.png?expires=1732752900\u0026signature=a4a07edb97792debe3eb45d796a2cb7d82eb67b457788d91e3b33f5864b9d841\u0026req=dSEnFsp9mYZbW%2FMW1HO4zTXaoThdGxSxdIxVowKnMUxej3DQ4oV2Wz78Cf%2Bu%0Aggc7%0A","width":1120,"height":1218,"displayWidth":450},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eCreate Your Field\u003c/b\u003e\u003cbr\u003eAfter choosing the field type, add all necessary field details, name your field and save it.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cimg src=\"https://downloads.intercomcdn.com/i/o/1100276034/f9d30282031b0dfc9e330507/Screenshot+2024-07-02+at+17_02_30.png?expires=1732860000\u0026amp;signature=514da34db4ef1d3aec34ef19b85d6efb163a2cbe8d68c33594f5fb9ffcb90306\u0026amp;req=dSEnFst5m4FcXfMW3Hu4gQ4X9MyU06F5fSN24By2bMej%2B3%2FjHVK30X%2B2TjiR%0ANA%3D%3D%0A\" width=\"450\" alt=\"\"\u003e","class":"no-margin"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Applying Custom Fields to Invoices","idAttribute":"h_ba4f02178c"},{"type":"subheading","text":"1) Create or Edit an Invoice","idAttribute":"h_d8309ab1d5"},{"type":"paragraph","text":"Head over to your \u003cb\u003eInvoicing\u003c/b\u003e section and either \u003ca href=\"https://help.productive.io/en/articles/2179631-how-to-create-an-invoice\"\u003ecreate a new invoice\u003c/a\u003e or edit an existing one (finalized or \u003ca href=\"https://help.productive.io/en/articles/6069382-creating-and-managing-invoice-drafts\"\u003edraft\u003c/a\u003e). ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"2) Input Custom Field Information","idAttribute":"h_904e306485"},{"type":"paragraph","text":"Below the main invoice details, you will see a section for custom field inputs. Fill in the required information.\u003cbr\u003e","class":"no-margin"},{"type":"paragraph","text":"It's important to note that \u003cb\u003ethis custom field data will only be visible internally and will not automatically appear on the invoice PDF.\u003c/b\u003e ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"If you want the custom field information to be included in the invoice PDF sent to clients, additional steps are required (covered below).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"\u003cimg src=\"https://downloads.intercomcdn.com/i/o/1100269825/ba1ffa6f27ead5350b2dbf30/Screenshot+2024-07-02+at+16_57_14.png?expires=1732860000\u0026amp;signature=19e6630292d08021b21c2c6a0a5ba5dbd451804406a791c1d9a4fe656878974f\u0026amp;req=dSEnFst4lIldXPMW3Hu4gX2p36Bhan4jzfh9cHvih55Z7imBgaKHqFgTNmF2%0ALA%3D%3D%0A\" width=\"2722\" alt=\"\"\u003e","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"subheading","text":"3) Save Changes","idAttribute":"h_dd4f6eb887"},{"type":"paragraph","text":"Once you've added the information to your custom fields, save your changes. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"You can add and modify the custom fields at any time (before and after marking the invoice as sent), but any changes you make must be confirmed by selecting \"\u003cb\u003eSave changes\u003c/b\u003e\" in the lower left.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1100321135/910430c8845b03b5d165f871/Screenshot+2024-07-02+at+17_33_50.png?expires=1732752900\u0026signature=b3002d4f67d1db8177adffcd5d196d16caa2186d6666a3283c25c50c05c96bff\u0026req=dSEnFsp8nIBcXPMW1HO4zQwel%2FN8%2F%2FGatDRI4OG6BBUTY4afT%2B68ChOI6oiE%0ANlLtGhwaoQDTaFBHghk%3D%0A","width":2736,"height":1484},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Adding Custom Field Information to the PDF Invoice","idAttribute":"h_a53426cb0d"},{"type":"paragraph","text":"If you wish for your clients to see the custom field information on their invoices, you can include it in the PDF version by following these steps:","class":"no-margin"},{"type":"orderedNestedList","text":"1. \u003cb\u003eDynamic Custom Field Input\u003c/b\u003e\n In the \u003cb\u003eNote section\u003c/b\u003e of the invoice, \u003cb\u003eselect the plus sign\u003c/b\u003e located in the upper-right corner of the note input box.\u003cbr\u003e\n \n \n2. \u003cb\u003eExample\u003c/b\u003e\n In this example, we also added additional text for extra context (\"\u003cb\u003eInvoice classification:\u003c/b\u003e\" and \"\u003cb\u003eThis invoice was issued by:\u003c/b\u003e\") \n \u003cbr\u003eThen we added our custom field information by selecting them from the dynamic field dropdown.\u003cbr\u003e\n \n \n3. \u003cb\u003eSave and Preview\u003c/b\u003e\n After adding the fields, save your changes. \n \n \n \n To preview, select \u003cb\u003eView PDF\u003c/b\u003e or \u003cb\u003edownload\u003c/b\u003e the invoice PDF.\n \n \n \n","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eDynamic Custom Field Input\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"In the \u003cb\u003eNote section\u003c/b\u003e of the invoice, \u003cb\u003eselect the plus sign\u003c/b\u003e located in the upper-right corner of the note input box.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1166778917/af2d11e063c281c2f76c5368/Screenshot+2024-09-03+at+08_26_43.png?expires=1732752900\u0026signature=ca0ba666e86b57782161fc622d005e5923bd7bbd0e02d505c4d8658d75c4c51f\u0026req=dSEhEM55lYheXvMW1HO4zQrl02w2%2FcTvsln3n1WMC2mVXcI9d%2FGUvUK1AVaH%0Al125%0A","width":2572,"height":1244},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eExample\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"In this example, we also added additional text for extra context (\"\u003cb\u003eInvoice classification:\u003c/b\u003e\" and \"\u003cb\u003eThis invoice was issued by:\u003c/b\u003e\") ","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003eThen we added our custom field information by selecting them from the dynamic field dropdown.\u003cbr\u003e","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1166781028/20c6771c88916df287d7b144/Screenshot+2024-09-03+at+08_29_01.png?expires=1732752900\u0026signature=f77b0449b84300fed9d8a5546de13dd94b3507c02fdfa4a08f4fc34e9e0eca07\u0026req=dSEhEM52nIFdUfMW1HO4zXvfMmGe80GlMWKs66zglZZALf6GL336t0Kg8AK%2F%0ARU6s%0A","width":2494,"height":774},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eSave and Preview\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"After adding the fields, save your changes. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1166781402/12cdf62dd6e6b6fe319b0193/Screenshot+2024-09-03+at+08_29_39.png?expires=1732752900\u0026signature=b6836e4b797fc7817010201388194ac1942d31a99357e81e318520c469aa0d71\u0026req=dSEhEM52nIVfW%2FMW1HO4zcyJeinkjx6H0hpPx6IvbPL4Qjhv%2BofKH6BvomIq%0A2ird%0A","width":2674,"height":940},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"To preview, select \u003cb\u003eView PDF\u003c/b\u003e or \u003cb\u003edownload\u003c/b\u003e the invoice PDF.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1100296440/1e85da1d8a41147a49aa6979/Screenshot+2024-07-02+at+17_16_37.png?expires=1732752900\u0026signature=ec4e37a89fdf67d9e6dc8b93ed7c227a14e04ca2c894e6b0418548de7408b522\u0026req=dSEnFst3m4VbWfMW1HO4zfB1Kflxdc4Oi2B6y8647pVEC7hicV90%2F8elTbQ2%0AQ7rp%0A","width":2836,"height":1006},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1100299063/c0a8f269c0fbf25f0a3e8523/Screenshot+2024-07-02+at+17_18_37.png?expires=1732752900\u0026signature=287a5f505689be5ee4071bf8664f7471c8be40dbf95efe0b0633ef1c5d15f394\u0026req=dSEnFst3lIFZWvMW1HO4zcJeHmcIi1n5nYoAKx9hWOpBcjFdtKTtb7zbhuFJ%0AoSPI%0A","width":1712,"height":1390,"displayWidth":600,"align":"center"}]}]},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"heading","text":"Adding Custom Field Information to Invoice Templates","idAttribute":"h_4e4f304e02"},{"type":"paragraph","text":"Including custom fields in your invoice templates speeds up the invoicing process and ensures consistency across all invoices. ","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This feature allows you to specify which custom fields should appear in the notes of all invoices created with a particular template.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"Here’s a brief guide on how to add custom field information to your invoice templates in Productive:","class":"no-margin"},{"type":"orderedNestedList","text":"1. \u003cb\u003eNavigate to Document Templates\u003c/b\u003e\n Go to Settings \u0026gt; \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003eDocument templates\u003c/a\u003e.\n \n2. \u003cb\u003eInsert Custom Field Formula\u003c/b\u003e\n Copy the dynamic field formula \u003ccode\u003e{custom_field:custom field name}\u003c/code\u003e into the Note section of your template and save the changes.\n \n This ensures that the custom field information is automatically included in every invoice generated from this template.\n \n \n \n3. \u003cb\u003eApply the Template to Invoices\u003c/b\u003e\n This setup will save you time by automatically populating custom field information in all invoices created using this template, ensuring consistent and accurate communication with your clients.\n \u003cbr\u003eYou can select and switch between diffrent invoice templates in the template dropdown in the invoice editor (see below).\n \n","items":[{"content":[{"type":"paragraph","text":"\u003cb\u003eNavigate to Document Templates\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":" Go to Settings \u0026gt; \u003ca href=\"https://help.productive.io/en/articles/3154390-document-templates\"\u003eDocument templates\u003c/a\u003e.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eInsert Custom Field Formula\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"Copy the dynamic field formula \u003ccode\u003e{custom_field:custom field name}\u003c/code\u003e into the Note section of your template and save the changes.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"paragraph","text":"This ensures that the custom field information is automatically included in every invoice generated from this template.","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1100303030/78cb0804d840a57c8c97e1ab/Screenshot+2024-07-02+at+17_21_46.png?expires=1732752900\u0026signature=8c3aa195597350ef26ff172041b568f3ab1ff3382bf66326957f017f95611b88\u0026req=dSEnFsp%2BnoFcWfMW1HO4zedrFoTiIU4tI1wixCMp2E89Bjf8U%2FNANNpBqkNS%0A47H7%0A","width":2102,"height":1094},{"type":"paragraph","text":" ","class":"no-margin"}]},{"content":[{"type":"paragraph","text":"\u003cb\u003eApply the Template to Invoices\u003c/b\u003e","class":"no-margin"},{"type":"paragraph","text":"This setup will save you time by automatically populating custom field information in all invoices created using this template, ensuring consistent and accurate communication with your clients.","class":"no-margin"},{"type":"paragraph","text":"\u003cbr\u003eYou can select and switch between diffrent invoice templates in the template dropdown in the invoice editor (see below).","class":"no-margin"},{"type":"paragraph","text":" ","class":"no-margin"},{"type":"image","url":"https://downloads.intercomcdn.com/i/o/1100330126/f63ce3e4cf8085ed55526c47/Screenshot+2024-07-02+at+17_40_39.png?expires=1732752900\u0026signature=1154a92fc1f13f94a421486655b2cd8d12dc56c9401f748750889c12fef93544\u0026req=dSEnFsp9nYBdX%2FMW1HO4zUN8xrvu5j%2FuI8eggJIf3Ksv%2BxiXB2IRkWrn5K6z%0APWgl%0A","width":2530,"height":1126}]}]}],"collectionId":"9447156","description":"Organize and customize your invoices in Productive with custom fields, enhancing both internal tracking and client communication.","id":"3041594","lastUpdated":"Updated over 2 months ago","relatedArticles":[{"title":"Creating and Adding Custom Fields","url":"https://help.productive.io/en/articles/3732248-creating-and-adding-custom-fields"},{"title":"Invoice Payment Reminders","url":"https://help.productive.io/en/articles/7907557-invoice-payment-reminders"},{"title":"Text Custom Field","url":"https://help.productive.io/en/articles/9557080-text-custom-field"},{"title":"Automating Invoice Creation","url":"https://help.productive.io/en/articles/9997575-automating-invoice-creation"},{"title":"Issuer Field in Invoices","url":"https://help.productive.io/en/articles/10032099-issuer-field-in-invoices"}],"targetUserType":"everyone","title":"Adding Custom Fields to 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