Invoices and documents

New entries and fields on the invoice and their editing

Last updated: 2023-12-20


InvoiceOcean allows editing the content of an additional entry on the invoice items and also adding an extra field on the invoice just below the details such as the issue date or invoice payment terms, which can assist in personalizing each user's invoice.

Editing the content of an additional entry on the invoice items:

The additional entry name on the invoice items in InvoiceOcean can be changed.

To edit the content of an additional entry on the invoice items:

  1. Go to the Settings > Account settings.
  2. Navigate to the Configuration > Invoices and documents tab.
  3. In the Additional entry on the invoice section, create a formula that will be displayed in this place during the creation or editing of the invoice.
  4. Press the Save button



 

Adding an additional field on the invoice

To add an additional field on the invoice:

  1. Go to Settings > Account settings.
  2. Navigate to the Configuration > Invoices and documents tab.
  3. In the Additional invoice field section, create a formula that will be displayed in this place during the creation or editing of the invoice.
  4. Press the Save button.


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Comments

Comments

Avatar sugester medium
Nataliia
Hi

How can I add more than 1 column?

2018-03-29 13:21


michalb
michalb
Has the answer   Hello, 
I would like to inform that unfortunately you may add only one extra column.
Kind regards,

2018-03-29 16:11


Avatar sugester medium
Tia
Hi,
Can you search invoices by using this field?

2018-09-27 18:00


michalb
michalb
Has the answer   Hello,
I would like to inform that you might search through invoices via these fields:
  • number of the document;
  • VAT ID;
  • Recipient;
  • Name and surname of the Recipient;
  • Seller;
  • First position;
  • Estimate number;
  • Correspondance address;
  • Gross/net price of theinvoice.

Additionally, when you mark the checkbox 'Exact search', you will search through extra fields like:
  • Notes;
  • Additional note (in the Buyer's section);
  • Correspondance address;
  • position's name;
  • product's code
Unfortunately said field (Additional entry on the invoice) is not the one of any mentioned above.

Should you have more questions please ask.

Kind regards.

2018-10-02 10:36


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