How To Add Additional Fields For The Client?

1.Login to your Invoicera account with User ID and Password.

2. Go to “People” tab and select “Clients”.

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3. Select the desired client and choose “edit” in the drop down menu.

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4. Click on the option “Additional fields”.

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5. Add the additional fields for the client and click on “save”.

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6. Now, you can see the additional information displayed in the client preview.

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7. Once the additional fields are saved, you may choose to use these fields as a dynamic value in the CREATE INVOICE/ESTIMATE section. Ref. to the screenshot below.

Posted by Invoicera Support on 14 December 2015

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