Skip to main content
All CollectionsBilling & InvoicingCustomizing My Invoice
How do I add a specific field to a client’s invoice, for example, a PMB number?
How do I add a specific field to a client’s invoice, for example, a PMB number?

Customizing my Invoice

Updated over 2 weeks ago

To add a specific field to a client’s invoice:

  • Navigate to the client’s profile.

  • Add a new field by entering the field name and value.

  • Choose the option to display this field on the invoice.

  • Click the green checkmark to save.

Did this answer your question?