For further customization of your invoices, business and individual Custom Fields (those displayed on the More Info tabs) may be added to your documentation templates.
- Fields must be configured as Public. See Custom Fields for information on configuration of fields.
- If the invoice is being created for a business, fields configured of type Business will be available.
- If the invoice is being created for an individual, fields configured of type Individual will be available.
- When adding a custom field to an invoice template, the name of the custom field must be exact. Do NOT use the Display Name.
See Add Merge Fields to a Document Template for further information on editing a template and adding merge fields.