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How to add a customer custom field on Android

To add a customer custom field. First, Go to “Sales” and select “Invoices”. Now, click on the “Document Settings” Option at the top right...

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Written by Tech@Swipe
Updated over a year ago

Step 1: Go to “Parties”.

Click on “+ New Product” at the bottom of the screen.

click on new product

Step 2: Fill in the basic customer's details.

A new form appears. Here, enter the basic details, like name, mobile number, and email.

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

fill in the customer details

Step 3: Fill in the other required fields.

Fill in other required information about the customer, such as company name, GSTIN number billing address, etc.

fill in GSTN details

Step 4: Add custom fields

Click on the “+Custom Fields” option present below the address section.

A pop-up appears. Here, click on the “Add Custom Field” option present at the bottom of the screen.

add custom fields

Now, enter the “Label Name” and click on “Submit”.

(You can also add optional details like opening balance, opening stock, etc.)

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

add custom field

Step 4: Add the customer.

Now, close the custom field form and click on the “Add Customer” option present at the bottom of the screen.

Note: You have successfully added a new customer and a custom field and a pop-up will appear at the bottom of the screen informing the same.

customer added successfully

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