Steps to add or remove additional fields in the design of business documents (sales invoice, price quote, purchase invoices, or simple invoices) after creating them in settings.
Important Exception: Vouchers, Debit Notes, Credit Notes, Manual Entries, and Purchase Orders:
- Additional fields in Vouchers, Debit Notes, Credit Notes, Manual Entries, and Purchase Orders appear only within document data before printing (they can be filled in and viewed within the system).
- Additional fields do not appear in the Voucher template/design when printing, and there is no option to add them to the design from the designer.
- The steps below (adding/removing additional fields in the design via the designer) apply to (sales invoice, price quote, purchase invoices, or simple invoices), and not to Vouchers, Debit Notes, Credit Notes, Manual Entries, and Purchase Orders.
Answer:
- If you have added an additional field and it does not appear in the invoice design, you should verify the following steps:
- Add the Additional Field in Settings:
- Make sure that the additional field has been successfully added in the Settings > Additional Fields section.
- Update the Invoice Design:
- Go to Settings > General Settings > Choose the document settings you want, such as Sales Invoice settings.
- Scroll down to the Tax Invoice Designer or Simplified Tax Invoice Designer depending on the invoice type.
- Click on the (…) next to the toolbar, then click on “Additional Fields”
- Add the additional field in the desired location within the design.
- Save Changes:
- After modifying the design, click Save to confirm the changes.
If you want to delete the additional field so you can fill it in and view it without it appearing during printing:
You can go to:
- Settings > General Settings > Choose the document settings you want, such as Sales Invoice settings.
- Scroll down to the Invoice Designer.
- Search for %%custom_field, and the field name in English will be written next to it
- Delete the code and save
Important Notes:
- Verify you are using the correct design if you are working with more than one invoice type.
- Additional fields can only be used if they are previously enabled in the settings.
Search Keywords:
Please, I want to remove the field that appears in the accounting entry in additional information. I want to add it to the entry but not have it appear when printing.
