Add Custom Fields

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Learn how to customize invoice content using add custom fields feature.

I. Add Custom Fields

Adding custom fields for your Invoice starts can be done in Invoice Settings via Merchant Portal for now.

  1. Go to Invoices

  2. Click the Custom Fields tab

Up to three (3) custom fields can be added and you can set validation rules for each custom field.

  • is Required → if this is checked, it means that the field should have a value when creating an invoice. The system will not allow you to save an invoice if no data provided.

  • Field Name → enter here the label of the information you want to include in the Invoice.

  • Data Type → choose from (a) Text, (b) Date, (c) Number, (d) Yes/No

    • the data type selected will be the kind of input that the system will require from the user when entering information for the Field Name.


All the fields included in the Custom fields once added will be visible in the Create Invoice page.

II. Utilize the custom fields

To start using the added custom fields, you have to create an Invoice.

  1. Go to Invoices

  2. Click the Create Invoice button.

  3. You can already see the custom fields added on the upper portion of the Invoice Details.

These custom fields are also visible to the customers when the invoice is sent to them.