How to Add a Field to an Invoice in myBillBook

Feature Overview

Adding custom fields to invoices in myBillBook allows businesses to personalize and customize their invoices according to their specific needs. This feature is particularly useful for including additional details that may not be covered by default fields, such as internal tracking numbers, additional client information, or special payment terms.

Steps to Add a field to an Invoice

1. Access Invoice Settings:

   • Navigate to the Settings menu on your myBillBook dashboard.

   • Select the Invoice Settings option.

2. Open Invoice Details:

   • Within Invoice Settings, click on Invoice Details.

3. Customize Fields:

   • Review the existing fields and select the ones you want to display by checking or unchecking the options provided.

4. Add a Custom Field:

   • Scroll to the bottom of the page and click on the + Add Custom Field button.

   • A dialog box will appear. Enter the desired field name and associated details.

   • Once entered, click Add to save the new field.

5. Save Changes:

   • After adding the custom field(s), click Save to apply the changes to your invoices.

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FAQs on how to add a field