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.

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
   
   

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

 

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.
   
   

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.
   
   
   

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.
   

---