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Show custom fields on documents

We know that not every business is the same, and therefore we provide you with a bunch of custom fields that can be added to your documents.

In order to specify these fields, visit the Settings page, click on the Documents tab, and scroll down to the Custom Fields section.

Custom fields can be customised differently for each document type, just click on the different tabs that represent different document types.

Specifiable Options

  • Show Account Nr? - This determines if the clients' account number is shown on the document.
  • Show Order Nr? - Whether or not the Order Number is shown on the document.
  • Show Paid By? - Whether or not the Paid By field is shown on the document.
  • Show Due Date? (Invoices only) - Whether or not the Due Date is shown on the document.
  • Show Contact Name & Surname? - Whether or not the client' contact name & surname is shown on the document.
  • Prepend & Append - Document numbers can be automatically pre- or appended with these specified values.
  • Custom Field 1 - 3 - Allows you to add custom fields, the values of which can be entered when creating the document.  These labels can also be changed while setting up a new document.
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More than 1,000 businesses operate more efficiently with us.

Impossible to run our businesses without IO

IO is an integral part of our day to day business. It allows me complete control and overview functionality, while still enabling franchise owners to run their various franchises without interruption.

At Storietyd.co.za - a bookclub for Afrikaans children, with thousands of members - all our billing is automated, automated invoices, automated debit orders, automated payment allocation, and so forth. Administration would be an absolute nightmare without IO.

We are suppliers of bulk educational products to schools, our reps in the field use IO for quotes, invoicing and managing debtors, directly from their smartphones / tablets.

We are extremely satisfied with Invoices Online, and would certainly recommend that you try it out.

Kobus Venter
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