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Settings

Open from Profile → Settings. Configure Invoice Settings (Transaction, Payment, WhatsApp, Reminder, e-Invoice, Custom Field), Company Profile, User Info (CA / Salesman / Custom roles), Personal Info, and Partners. Save stays locked until Complete Onboarding finishes.

Custom Field

Custom Field Tab

Define custom fields for sales and purchase documents (invoices, orders, returns, debit notes, and credit notes). Select a document type, then add or remove fields as needed. Click Save to apply changes.

How it works

  • Yellow guidance banner explains: define fields for sales and purchase documents, select a type, add/remove fields, then Save
  • Choose Type from the dropdown (example: Sales Invoice)
  • Under Custom fields, each row has Field name, Field type (Text, Number, …), and Delete
  • Click + Add field to create another row — you can define unlimited fields for that document type
  • Click Save to apply changes for the selected type

Product screenshot coming soon

Custom fields are per document type — Sales Invoice fields do not automatically appear on Purchase Order unless you define them there too.

Examples & types

T

Text field

Example: Doc No — free text on the selected document form.

N

Number field

Example: Cust Amt — numeric value on the form.

+

Add field

Add as many fields as your process needs for that document type.

X

Delete

Remove a field row, then Save so it no longer appears on new documents.

Effect of changes

  • Add a field + Save → create/edit screens for that document type show the new field
  • Rename / change type + Save → forms use the new label/type for future entry
  • Delete + Save → field stops appearing on new documents of that type
  • Switch Type dropdown → you edit another document’s field list (Sales Invoice vs Order vs Debit Note, etc.)
  • Supported document families include invoices, orders, returns, debit notes, and credit notes for sales and purchase

Product screenshot coming soon

Always Save after add/remove. Switching Type without Save can leave edits for the previous type unsaved.
Tip

Name fields clearly for staff (Doc No, Project Code, Cust Amt). Keep types correct (Text vs Number) so reports and exports stay clean.

Frequently asked

Is there a limit on fields?+

Users can define unlimited fields per document type. Prefer a focused set so forms stay fast to fill.

Do custom fields print on PDF?+

They appear on the document forms; print/PDF inclusion depends on your template. Confirm on preview after Save.

Related features

Overview

What is Settings?

Settings is the control center — open from Profile → Settings. Invoice Settings tabs, Company Profile, User Info (roles), Personal Info, and Partners. Save stays locked until <a href="/features/simple-start">Complete Onboarding</a> finishes.

View feature
Transaction

Transaction Tab

Set your invoice number format for all types of invoices. Enabling IMEI & Serial Number shows fields to capture on invoices — and you can activate per transaction line to enter IMEI or batch number for every line.

View feature
Profile

Company Info Tab

Update your company logo, signature, business name, GSTIN, GST registration type, and address fields — these drive invoices, PDFs, and e-invoice identity.

View feature

Ready to try Custom Field Tab?

Jump into Billoxy and see it in action on your own data.

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