Back
Yes
No
How do I add additional information to my customer’s billing/shipping address?
You can use custom fields to record additional information and display them in your customer’s/vendor’s transaction PDFs by inserting the desired placeholders for them.
To create a custom field:
- Go to Settings in the top-right corner.
- Select Customers and Vendors under Preferences.
- Navigate to the Field Customization tab.
- Click + New Custom Field.
- Enter the necessary details.
- Click Save.
You can display the custom field that you created in the transaction PDFs by inserting placeholders in the customer’s or vendor’s billing/shipping address.
To insert placeholders:
- Go to Settings in the top-right corner.
- Select Customers and Vendors under Preferences.
- Click Insert Placeholders under Customer and Vendor Billing Address Format or Customer and Vendor Shipping Address Format.
- Select the custom field that you created as placeholder from the dropdown.
- Click Save.
The newly added information will now be displayed in the customer’s/vendor’s billing/shipping address.
Yes
No
