How do I add Custom Fields to my invoices?

In WriteUpp, you can add up to three of your own custom fields to your invoices. Just follow the steps below!

To add Custom Fields to your Invoice Layout...

1. Create some of your own custom fields to appear on the Client Summary (if you haven't already done so) -> How do I create my own custom fields in the client summary? 

2. Go to Settings -> Invoice and click on the Layout tab
   
3. Select which custom fields you would like to appear on your invoices using the 'Custom Field' dropdowns. If you only need 1 or 2, leave the others set to 'Not Shown':

4. Click Save

5. The selected custom fields will then appear on newly created invoices, as shown on the screenshot below:

Updated on: 03/07/2024