Custom Fields

What it is for

How it works

• Fields are added per document type: Invoices, Quotations, Vendor bills and Items.
• The key is fixed once created (letters, digits and underscores) because the API uses it.
• Turning a field off hides it without losing what was already recorded.

Step by step

Every screenshot is from the live demo. The highlighted button is the one to click - nothing here is saved in the demo, so you can follow along freely.

1. 1

   Open Custom Fields

   Finance → Accounting → Custom Fields. Choose the document type - Invoices, Quotations, Vendor bills or Items - to see its fields.

   

2. 2

   Click New field

   The button is at the top right (highlighted).

3. 3

   Label the field

   Enter the label people will see; the key is filled in for you. Choose the type, such as Text.

   

4. 4

   Save and use it

   Click Add field (highlighted). It appears as a box on every document of that type.

Related Finance, GST & Accounting guides

• InvoicesCreate GST invoices, send them over WhatsApp or email, record payments and track what is overdue in Sayl Finance.
• QuotationsCreate, send, revise and convert quotations in Sayl Finance. Track what you offered, what the customer said and what it became.
• BillsRecord vendor bills in Sayl Finance - read them from a PDF, pick expense accounts, pay them in full or in part and track what you owe.
• Items / ProductsBuild one item catalog in Sayl Finance - category, unit, HSN/SAC, GST rate, cost and price - and pick from it on every quotation, order and invoice.