How to add billing information to a client’s invoice?

The main company details are in the Settings > Business Units section, in the field Information for section "Payment method".

Next, you need to add payment details for each currency separately in the client’s card. If the details differ, you should enter them in the Information for section “Payment Method” field in the Billing information block.

Each currency can have separate payment details. Later, after selecting the invoice currency, the system will automatically pull the corresponding details from the Information for section “Payment Method” field.

How to add a custom field to an invoice?

To do this, you need to go to Settings > Custom Fields and select the Invoices tab. Create a custom field and click Save. After this, an ID will be created for the field, and it will be added to the invoice modal window.

And then we create an invoice. In this example, you can see that we added a new field, Purchase order.