Adding a custom field to estimates / invoices

[Christopher_Wagstaff]

Hi
I notice you can add extra ‘stock’ fields to Estimates/Invoices but can you add custom ones?
I’d really like to add 2 date fields - (as we do events and I’d like the event date/times quoted for to be recorded). Am curretnly using the notes field for this - but am trying to integrate google calendar via Zapier - and the only date options I see are for the estimate date/issue date - which obvs won’t do the job.

A: Is this possible and if so how
B: If not possible via Quickfile - can anyone suggest a way of doing it (even if it be by raising the estimate via a 3rd party app and then converting into a Quickfile Estimate)

Many thanks

[QFMathew]

Hello @Christopher_Wagstaff

Custom fields aren’t supported at the moment, but there is a feature request open for this that you may wish to add your comments to:

Custom fields for invoices

Would it be possible to add some custom fields to the invoices that would also be visible/editable from the invoice management page. We are finding that we are using QF more and more but it would be invaluable to have a feature to say: -put in the source of an order -the status of an order -did we purchase stock etc?. I know we could use project tags or something, but that all feels very buried in the interface. I’ve played with this pulling the data out of QF via the API but it feels like…

The other option you have is repurposing an existing field. For example, if you don’t use the Purchase Reference field, you could change the title of this using the following guide:

CSS transformations

Introduction CSS Transforms are an extended set of CSS classes that allow you to change the textual content on an invoice or estimate. For example if you want to rename a static label on an invoice like the term “Invoice No.” you can use a CSS transform class to change it to something else like “Document No.”. You can even change the entire language for all the static labels. Here’s an example of what we’d call static labels: [image] Every label on the invoice and estimate template has a n…