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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​

Navigate to Custom Fields in the Billing module (capability-gated; permission required).

Key features​

  • Custom Fields: You use this feature to manage custom invoice fields in the Billing module.
  • Capability-gated feature: Access to Custom Fields requires permission (capability-gated).

Field descriptions​

The Module Summary lists the following fields for the Billing module:

  • Amount Paid
  • Base Information
  • Billing Mode
  • Related Budget
  • Cancel Invoice
  • Currency
  • Delete Invoice
  • Delete Invoice Item
  • Delete Template
  • Download Invoice
  • Download invoice
  • Due Date
  • EInvoice Status
  • EReduced Payment Reason
  • End Date
  • Expenses
  • IT Infrastructure
  • Internal Notes
  • Invoice Item
  • Invoice Notes
  • Invoice Phases
  • Invoice Template
  • Mark as paid
  • Mark the invoice as sent
  • Office Supplies
  • Past Invoice
  • Past Invoices
  • Payment History
  • Performance Period
  • Recipient
  • Record Payment
  • Related Project
  • Review Invoice
  • Save Invoice Items
  • Select Budget
  • Start Date
  • Submit Invoice
  • Template File
  • Timeline
  • Timesheet: Desk Time
  • Timesheet: Travel Time
  • Timesheets
  • Title
  • Totals
  • Trip: Business Travel
  • Trips
  • Trip Expenses
  • VAT %
  • VAT Applicable