You may want to include customised data about a client on an Debtor invoice.

For example, you may want to include the client's insurance member number when invoicing the client's insurer.

1. Create an custom field
   1. Go to Administration >> Custom Fields and click New Field
   2. Select Owner Type = Client and enter the Field Name, the Default Field Label, Default Report Label and Default Tooltip Text
      
      
2. Create a Custom Form
   1. Select Owner Type = Client
   2. Add the custom field to the form
   3. Check the Display on the Client Details Form? setting
      
      
3. Record a value for the client's custom field
   1. Select a client and open the Client Details form
   2. Click on the custom form tab
   3. Enter a value for the field and click Save.
      
      
4. Select the custom field to be shown on the Debtor's invoice
   1. Go to Accounting Form >> Debtors
   2. Select a debtor and open the Debtor Details window
   3. Click on the Invoice Billing Details tab and then click on the Appointment Invoice Options sub-tab
   4. Click on the Add Custom Option button to select the custom fields to be shown on the invoice
   5. Click Save.
      
      
      
5. Create an invoice for the debtor
   Prerequisite: you will need to have created an appointment for the selected client and charged to the select debtor.
   
   1. Go to Accounting Form >> Invoices to Create
   2. Select the invoice to be created and generate the invoice
      
      
   3. The custom field is showing on the generated invoice.