Custom fields

Keep your own details on subscriptions and quotes, such as a contract number or a region, and show them in the list and on invoices.

Custom fields are in the Professional plan and above.

Add a field

1. Go to Settings › Custom fields and click New Field.
2. Name it and choose the type: text, long text, number, amount, date, dropdown (one choice per line), yes / no, email, phone or website link.

3. Tick what you need:

   • Required: it must be filled in on the subscription and quote forms.
   • A column in the subscriptions list.
   • Printed in the invoice notes: each invoice shows "Name: value".
4. Click Save field.

You can have up to 30 fields. Untick On to stop using a field; values already saved stay on the subscriptions.

Where they show

• On the New Subscription and quote forms, and under Edit billing details on a subscription.
• On the subscription's page, with its other details.
• When a quote is accepted, its values go to the subscription it starts.
• The API and webhooks carry them by name. See API & webhooks.