Custom Fields on Sales Invoices and Credit Notes

ERP Cloud

In Classic EditionClosed, expander panels on the sales invoice and sales credit note pages display any custom fields that your administratorClosed has configured.

These are shown like this on both the document header and on the document lines:

Button Description
Displays an expander panelClosed that is hidden and closes any other panels that are open. Blue indicates existing content.
Hides the selected panel.
Indicates an error on the related expander panel. If hidden, click to show the item in error.

These custom fields can be either editable or read-only.

There are no lookup icons on these fields. You must know the exact name or value you need to enter and use its correct spelling and format.

Unless you are going to map your custom fields using sub-analysis mappingClosed, you will need to create an integration rule to expose your custom fields on the sales invoice or sales credit note object. See What is an Integration Rule? for more information.