Customizing Invoice Headers with Custom Fields in SuiteProjects Pro
SuiteProjects Pro invoice layouts come with a slew of customization options, but did you know that one of those options allows you to include your own organization- or department-specific custom fields in the Invoice Header section?
From my prior days working in accounting, something that we regularly wanted to put on all of our invoices was the “billing period,” so let’s use this as an example of a custom field to pull into an SPP invoice layout.
1. First, create the custom field:
- Navigate to Administration > Custom Fields > + Create new custom field
- Add a custom field to: Invoice
- Type of field to add: Text (for this example, but could be any type as needed)
- Fill out the Field Name and Display Name boxes (Display Name = Billing Date Range for this example)
- Save
2. Populate the field you just created via the invoice Properties tab:
3. Next, add the field to your invoice layout.
- Navigate to Administration > Invoices > Invoice Layouts > select layout
- Scroll down to the “Other” section and click Edit next to “Invoice header custom fields”
- Locate the field you created and add it to the “Selected” box
- Click OK, then Save the invoice layout form
4. Your field will now be displayed in the invoice header of the invoice PDF.
5. Steps 1 and 3 only need to be done once; however, populating the custom field as shown in Step 2 will need to be done as part of your invoice creation process. Note that the field will only display if it has been populated; otherwise the field name will not show up in the header at all)
