- From the main menu, click on “Templates”.
- Choose “Printable Templates” from the menu.
- Click on “Invoice/ Estimate Layouts”.
- Click on the desired invoice template to modify it or click on the “New Layouts” button to start adding a new template to the account.
- Inside the invoice templates screen, click on the “Notes” tab.
- Click on the “Full Variables Guide” button.
- Go to the section that contains the placeholder/ variable for “Invoice”.
- In the list of invoice placeholders, you will find the new variables for the additional custom fields.
- Copy the variable for each field and go back to the template in the invoice template editor.
- Add the variable in the desired section within the invoice template, whether in the “Client Info” section, “Business Info” section, “Shipping Info” section, or in the “Notes” section.
- Click on the “Save” button for the invoice template.
- Now, when creating a new invoice and adding values to the additional custom fields, these values will appear in the template at the designated position within the invoice template.
- Note: The values of the additional fields may not appear in the preview, and they will only appear when saved as a final invoice or a draft.