BestInvoicing.com
  • Welcome
  • Tutorial 1: The Basics
    • 1. Create an Account
    • 2. Create a Customer
    • 3. Create a Product
    • 4. Create an Invoice
    • 5. Configure the Layout
    • 6. Payment Follow-up
    • 7. Let's Roll
  • Tutorial 2: Automate to Save Time
  • Tutorial 3: Process your Purchases
  • BASIC MODULES
    • Customers
    • Products
      • How Can I Update My Product List (e.g. Price Changes)?
    • Proposals
    • Invoices
    • Credit Notes
    • Payments
      • Incoming Payments
      • Outgoing Payments (Purchases)
  • APPS - INTEGRATIONS
    • ! Activating Apps and Integrations
      • Are All Available Apps and Integrations Available for Free?
    • Additional Text Fields
      • How Can I Insert Intertitle(s) Into Documents?
    • Cash Register Tickets
    • Complex Products
    • Delivery Address
    • Delivery Date
    • Delivery Notes
    • Discounts
    • Empty Goods
    • Foreign-Language Customers
    • General Ledger Accounts
    • MailChimp
    • Other Currencies
    • Order Confirmations
    • Order Reference
    • Payment Requests
    • Preset Emails
    • Price Segmentation
    • Product Photo
    • Purchase Orders
    • Purchases
    • Self-Billing Invoices
    • Site Address
    • Stock Management
    • Subscriptions (Recurring Invoices)
    • Tasks
    • Units of Measure
  • SETTINGS
    • Dashboard
    • Personal Settings
      • How Can I Change My Login Email Address?
    • My Subscription
      • Recommend BestInvoicing!
    • Company Information
    • Default Values
    • Email Settings
      • Sending Options
        • Send via Own Domain Name
        • Send via Global Address
        • Send via Open Server
        • Send via Microsoft
        • Send via Google
        • Send via SMTP
      • Email Texts
      • Default CC and BCC Addresses
      • Email Templates
    • Attachments
      • How Can I Add My General Terms and Conditions?
    • Journals
    • Automatic (Payment) Reminders
    • Users
    • Custom Fields for Contacts
    • Legal Notices
    • GDPR
    • Importing Data
    • Theme
    • Numbering
      • My Last Invoice Had No. 115, How Can I Start in Bestinvoicing with Invoice No. 116?
  • CONNECTIONS
    • Connect Your Bank Account
      • Ponto
    • Connections for Accountancy
    • Connections for Online Payment
      • Mollie
    • Backup & Synchronisation
      • Google Drive
      • DropBox
      • SFTP (own server)
      • BestInvoicing Drive
      • OneDrive
    • Connections for Webshops
      • Shopify
      • WooCommerce
  • MORE FEATURES
    • Exporting Data
    • Processing Lists
    • Send Documents by Email
    • Send Documents by Mail
    • Send Documents via PEPPOL
    • Sign Documents Online
    • Tags
    • VAT Number Validation
  • TEMPLATES
    • Using BestInvoicing Templates
      • How Can I Change the Default Order of My Templates?
    • Match Templates to Your Corporate Identity
      • Document Templates
      • Emailtemplates
    • Modifications via internal code
  • FREQUENTLY ASKED QUESTIONS (F.A.Q.)
    • Overview F.A.Q.
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On this page
  • Creating Custom Fields
  • Select the Input Method
  • Display on Documents
  • Display in the Customer File

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  1. SETTINGS

Custom Fields for Contacts

PreviousUsersNextLegal Notices

Last updated 2 years ago

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BestInvoicing provides additional fields to record information on your contacts (customers/suppliers) that matters to your business.

Creating Custom Fields

  • Navigate to the top tight of BestInvoicing and click your email address

  • Select 'Company Settings'

  • In the middle menu, select the tab 'Custom Fields for Contacts'

  • Click the green button at the top right, 'Add Field'

You will now determine the format and possible contents of this field.

Select the Input Method

Option 1: small text field. You can add one line of text in this field. Example: indicating the membership card number of a customer.

  • Name: Membership nr.

  • Value: 123456

Option 2: large text field. You can add multiple lines of text here. Example: indicating how a customer heard about your business.

  • Name: Referral

  • Value: James C. at Napoli fair 3/04/2022

Option 3: select from options. Add multiple options as values for the field. Example: indicating the type of customer for a bike company.

  • Name: Customer Type

  • Value: select from -> Rental, Purchase or Maintenance

Use a comma to enter and separate the different options in the field 'Options'.

Option 4: yes or no. Select or deselect a value. Example: indicating whether or not a customer wants to receive a newsletter.

  • Name: Newsletter

  • Value: box is selected or not selected

Display on Documents

For each created field you can indicate whether or not you want to display it on documents. If you want to display it, the field and its value will appear below the table of products/services.

Display in the Customer File

The created field will appear in the customer file, where its value can be attributed. In your customer overview, you can apply a filter to display or filter this new field (example 'Newsletter'):

Would you prefer this field to be displayed somewhere else on your documents? Contact .

support@bestinvoicing.com