Open Settings
Custom Field tab — per document type.
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Platform
Custom Fields
Extra fields on sales and purchase documents.
The Settings module guide documents the Custom Field tab: define additional fields for sales and purchase document types. Custom fields may appear on Sales Order, Proforma, and invoice templates (sales rep, terms, validity window, etc.) — as noted in the Quotation & Proforma and Sales Order guides. Save each Settings tab after changes so forms and PDFs pick up new fields.
Custom Fields
SettingsDefine fields
DocumentsForms · PDFs
- Sales docs
- Purchase docs
- Unlimited fields
- Save each tab
Your process · your fields
How it feels in practice
Apne business ke extra fields — sales & purchase pe
Settings → Custom Field: sales rep, terms, validity — jo aapke PDF aur forms pe chahiye.
Define fields
Unlimited fields as documented.
Save tab
Forms aur PDFs naye fields pick up karein.
Check preview
Sample Sales Order / Invoice preview verify.
Before
The old way
- Sticky notes for sales rep name
- Terms only in WhatsApp caption
After
With Billoxy
- Fields on forms and print templates
- Consistent docs across team
As shop owners say it
Custom field = aapka extra column
Software default fields kam lage to Settings mein add karo. Save ke baad preview check — PDF pe dikhna chahiye.
Configure Custom Fields
Settings module guide covers the Custom Field tab.
Open Settings → Custom Field for field definitions. Cross-check a sample Sales Invoice or Sales Order preview after Save to confirm fields appear on forms and print templates.
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