How to add custom fields and reuse documents as templates

A custom field holds what your business tracks, such as a contract number or a site. A template keeps a document's lines and terms for next time.

Steps

  1. Add a field

    Under Settings → Custom fields choose New field: give the Field name and Type, and tick where it goes: Sales documents, Purchase documents, Contacts or Items.

  2. Choose where it shows

    Tick Print on the PDF and Show as a column on lists as needed, then Save. Lists can then filter on it with Field filter.

  3. Save as template

    Open a sales document and choose More actions → Save as template, then name it. Tick Only for this customer or supplier to keep it for that customer.

  4. Start from a template

    On a new document choose From template: it makes a new draft with the template's lines, numbered only when issued. Archived items on its lines are flagged for you to check.

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