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How to add Vehicle number to an Invoice on Web

This feature of adding vehicle number to an Invoice can be useful for changing the Mode of transport or change the vehicle number in a case.

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to “Sales” and select “Invoices”.

Now, click on the “Document Settings” Option at the top right corner of the screen.

Go to document settings

Step 2: Select “Add Custom Fields”.

click on add custom fields

A new form appears. Here, select “Document” from the navigation bar and click on “ + New Custom Field”.

add custom document field

Step 3: Add vehicle number

Enter the label name as the vehicle number, and select all the document types to which you would like to add a vehicle number column from the drop down menu.

Note: You can always add or edit the details later.

add vehicle number column

Step 4: Click on “Save”.

Now, click on the “Save” button at the top right corner of the screen to add the vehicle number column.

save the custom field

Note: You have successfully added a new column, and a pop up appears at the top of the screen informing the same. From now on, you can add a vehicle number to an Invoice whenever you create a new transaction.

custom field updated

Step 5: Click on “Update Settings”.

Close the earlier forms and Click on “Update settings” from the first form present at the top right corner of the screen.

Update Invoice settings

Congratulations! You have successfully added the vehicle number column, and a pop up appears at the top of the screen informing the same.

vehicle number added successfully

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