Save a reusable field, such as a purchase order number or a job reference.

1. Open Custom Fields

Open Business Profiles. Select Edit beside the business you want to change, then choose Custom Fields.

Select Edit beside the business you want to change.

2. Add Custom Field

Select Add Custom Field. Give the field a label a customer will recognize.

Custom Fields is where reusable fields are added.

3. Set your preference

Choose the type and position offered for your field, then save it. Check which fields your invoice template shows.

4. Save and check the result

Open the invoice, enter the value for this job, save, and preview. Check that the field appears where you intended.