Ajouter et utiliser des champs définis par défaut

iPhone and iPad

In addition to the fields already on your bill, you can add and display up to 7 custom fields, using the customized model according to the application.

Set your custom field

  1. Go under the tab Settings .

  2. Select Custom Fields .

  3. Tap the custom field you want to set.

  4. Enter a label . By defining a label, you enable the custom field.

  5. If necessary, add a value fault . The default always pre-fill this custom field. You can also leave it blank if you want to add different values.

  6. Tap Back .

Once your custom fields defined in the section Settings , add your custom fields to your Custom template .

Add a custom field to your custom template

The label and the value Default custom field will appear on the bill once added to your Custom template .

You can add custom fields to your Custom template using the desktop application .

Add a custom field to your bill

  1. Open the invoice.

  2. Tap the invoice number.

  3. Enter the text or the value of the custom field.

  4. Tap Save .

Android

In addition to the fields already on your bill, you can add and display up to 7 custom fields, using the customized model according to the application.

Set your custom field

  1. Go under the tab Settings .

  2. Select Custom Fields .

  3. Tap the custom field you want to set.

  4. Enter a label . By defining a label, you enable the custom field.

  5. If necessary, add a value fault . The default always pre-fill this custom field. You can also leave it blank if you want to add different values.

  6. Tap OK .

Once your custom fields defined in the section Settings , add your custom fields to your Custom template . Add a custom field to your custom template The label and value by Default custom field will appear on the bill once added to your Custom template .

You can add custom fields to your Custom template using the desktop application .

Add a custom field to your bill

  1. Open the invoice.

  2. Tap the invoice number.

  3. Enter the text or the value of the custom field.

  4. Tap Save .

Web

In addition to the fields already on your bill, you can add and display up to 7 custom fields, using the customized model according to the application.

Set your custom field

  1. Click  Settings .

  2. Select Custom Fields .

  3. Click the custom field you want to set.

  4. Enter a label . By defining a label, you enable the custom field.

  5. If necessary, add a value fault . The default always pre-fill this custom field. You can also leave it blank if you want to add different values.

  6. Click Save .

Once your custom fields defined in the section Settings , add your custom fields to your Custom template .

Add a custom field to your custom template

  1. Click on 

    Settings .

  2. Click Custom Template .

  3. Click Create to activate it.

    Or, if you have already set your custom template, select Use custom template and click Edit custom template .

  4. Click the  Text button 

    the  panel Dragging 

    then drag it to the desired location on the custom template.

  5. In the list of available fields, select the custom field number you want to add.

    This should match the custom field you defined under the tab Settings.

  6. Click the  Static Text 

    the panel drag and drop and then move it by dragging it to the desired location.

  7. Click Text on the menu Properties and enter the title of the custom field.

  8. Click OK to save the changes to your custom template.

Add a custom field to your bill

  1. Open the invoice.

  2. Click the invoice number.

  3. Enter the text or the value of the custom field.

  4. Click Save .

 

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