Custom data field not appearing on invoice

Ari Gold
Ari Gold Member Posts: 19 Reckoner Reckoner
in Reckon One

I saw your update on custom data fields and I've created a couple but they're not appearing on my invoice. How do I get it to appear?

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Comments

  • Lucas
    Lucas Reckon Staff Posts: 498 Reckon Staff Reckon Staff
    edited 1:46AM

    Hi @Ari Gold,

    Could you please send a screenshot of the invoice screen as well?

    I recommend taking a look at one of our community videos about creating and using custom fields:

    https://community.reckon.com/discussion/8101343/creating-and-using-custom-fields

    Thank you.

    Lucas Andrews
    Technical Support Representative

  • Ari Gold
    Ari Gold Member Posts: 19 Reckoner Reckoner

    When I click on that link all I see is an image that says Custom Fields

  • Lucas
    Lucas Reckon Staff Posts: 498 Reckon Staff Reckon Staff

    Hi @Ari Gold,

    Once you have created your custom field, I need you to go into Invoice template settings (Settings > General section > Manage Invoice Template) and enable it for the template you are currently using to appear as a field:

    image.png

    Let me know how you go.

    Lucas Andrews
    Technical Support Representative

  • Ari Gold
    Ari Gold Member Posts: 19 Reckoner Reckoner

    Thanks Lucas, finally got there in the end after ticking it in the template

  • Lucas
    Lucas Reckon Staff Posts: 498 Reckon Staff Reckon Staff

    That's great to hear! Best of luck and enjoy the new invoicing experience.

    Lucas Andrews
    Technical Support Representative

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