Custom Fields with Data Types for Expense and Payment Received in Zoho Invoice

Custom Fields with Data Types for Expense and Payment Received in Zoho Invoice

Hi all,

We are glad to present to you, the option to create Custom Fields for the Expense and Payment Received modules in Zoho Invoice. This also comes with an icing on top of it - Yes, the custom fields can now be created with different data types. Types like Text, Number, Decimal, Amount, Auto Number and Check Box are supported as of now.

Rush to the gear icon at the top right corner, select ' More Settings', choose ' Preferences' in the left pane.
Click the Expense/Payment preferences where you can find the ' Custom Fields' right next to Preferences. You can now go ahead in creating the custom fields hitting ' New Custom Field' button.

Here's the help document for your reference.

(Note: The Autonumber does not apply for the existing records)

Try it out and share with us your feedbacks.

Best Regards,
Pavithira - Zoho Invoice


      • Sticky Posts

      • Zoho Finance Workshop 2023 is coming to the USA. Get exclusive training on Zoho Finance apps, one-on-ones, and more.

        Hello all, We'd like to invite you to our biggest Zoho Finance workshop in the United States. After a brief break, we are excited to be back. This year, we're bringing together our customers and community members for two days of curated hands-on sessions,

      • How to maintain steady cash flow during the COVID-19 crisis using Zoho Invoice

        Dear customers, I hope this finds you and your loved ones in good health. As we are witnessing, the COVID-19 pandemic has started taking a toll on businesses of all types. Here are some useful tips that could help you streamline your invoicing and AR processes to keep your business healthy. 1. Communicate clearly with your customers: During this period, transparent communication with customers is a necessity. A lot of businesses have started displaying messages on their home pages, explaining their

      • Introducing: Digital signature for estimates and invoices

        Dear customers, We are pleased to announce that the much awaited Zoho Invoice - Zoho Sign integration is live! You can now sign your estimates and invoices before emailing it to your customers. Also, you can have them sign your estimates while accepting it. Here is our help document to help you get started: https://www.zoho.com/invoice/help/integrations/sign-integration.html Note: This feature is available across all editions of Zoho Invoice except the Indian edition. Out of all the feature requests

      • Webinar: Introduction to the Client Portal

        Business owners know there is never enough time in the day. Not only do you have to beat the competition and make the sale, you then have to make sure you get paid. In fact, the sales process starts way before the sale, and never really ends. Preparing and getting estimates approved, collecting payments, and fielding customer requests for information related to past transactions are all part of the day in the life of a business owner. Well, Zoho Invoice can offer some relief to weary business owners.