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Finance guides

Finance Custom Fields

Add your own fields to invoices, quotes and expenses — they flow through forms, detail views and exports.

Watch: Finance Custom Fields in 90 seconds

What it does

The same custom-field system as the CRM, scoped to finance objects: extend invoices, quotes and expenses with the fields your business needs — a PO number, a project code, a cost centre — and they appear in create forms, detail drawers and exports automatically.

The finance custom fields managerThe finance custom fields manager

How to use it

  1. Pick the object tab — Invoice, Quote or Expense.
  2. Add Field with a name, type (text, number, select, date, checkbox, textarea…), required flag and default value.
  3. Reorder fields to control how they appear in forms.

Fields with stored data should be disabled rather than deleted — values are retained and the field can come back later.

Settings & permissions

Org-level configuration following your finance permissions. Values live in each record's custom-fields map, so they survive exports and API access.

Related

  • CRM Custom Fields — the same pattern for contacts, companies, deals and vendors.
  • Accounting — where the fields show up day to day.

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