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Billing Custom Fields

Overview​

Billing Custom Fields is a feature in the Billing module for managing custom invoice fields. This feature is part of the Billing module, which manages invoicing, billing templates, and custom invoice fields. Access to Custom Fields is capability-gated (permission required).

How to access​

  1. In your Compass workspace, open Billings from the sidebar.
  2. Navigate to Custom Fields (capability-gated; permission required).

Key features​

  • Custom Fields: Manage custom invoice fields within the Billing module.
  • Capability-gated feature: Access to Custom Fields requires permission.

Field descriptions​

The Billing module lists the following fields that are used across billing features (including invoices and invoice-related information):

  • Amount Paid: The amount recorded when you record payment.
  • Base Information: Base information for an invoice.
  • Billing Mode: The billing mode used for an invoice.
  • Related Budget: A budget item associated with billing.
  • Currency: The currency used for an invoice.
  • Due Date: The invoice due date.
  • EInvoice Status: The e-invoice status.
  • EReduced Payment Reason: The reason recorded for a reduced payment.
  • End Date: An end date used in billing context.
  • Internal Notes: Internal notes related to billing.
  • Invoice Item: An item on an invoice.
  • Invoice Notes: Notes specific to the invoice.
  • Invoice Phases: Invoice phases information.
  • Invoice Template: The invoice template used.
  • Past Invoice / Past Invoices: Past invoice information.
  • Payment History: Payment history information.
  • Performance Period: The performance period for an invoice.
  • Recipient: The invoice recipient.
  • Related Project: Projects related to an invoice.
  • Select Budget: The selected budget for billing.
  • Start Date: A start date used in billing context.
  • Timesheets: Timesheets included in billing context.
  • Title: A title used in billing context.
  • Totals: Totals for an invoice.
  • Trips: Trips included in billing context.
  • VAT %: The VAT percentage.
  • VAT Applicable: Whether VAT is applicable.