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 a 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. Tick 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.
   

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