Updates

Custom Fields Are Now Available for Purchases & Sales

We’ve just added a brand-new Custom Fields feature to Purchases & Sales!

Until now, you could only use predefined fields when creating an order. With this update, you can add your own fields—such as a contact person, their email address, account details, and more.

We’ve also improved the mobile experience by adding email and PDF export options for Purchase Orders (POs) and Sales Orders (SOs), making it easier to share order documents on the go.

What’s New

Web

Add custom fields
Save custom field templates
Updated workflow for entering contact info when printing
Improved PO/SO layout for more consistent formatting

Mobile

Email purchase and sales orders
Export orders as PDFs

Updates at a Glance

1. Add Custom Fields to Your Orders

If you often repeat the same notes when creating orders, simply add them as custom fields! This can include payment terms, tax ID, or customer account numbers.

You’ll see a new Custom Fields section at the bottom of the screen when creating a new purchase or sales order.

Add Custom Fields Directly to Your Orders

Once added, the fields will appear directly on the order.

Custom Fields added to a Purchase or Sales Order

💡

Fields without values won’t be displayed, so your documents stay clean and uncluttered.

When you email or print an order, your Custom Fields will appear directly below the order number and order date.

Example of an Invoice with Custom Fields applied

2. Save Custom Fields as Templates

You can save frequently used fields (like contact information) as templates.

Go to Settings > Orders > Custom Fields to create them. Once saved, the template will be automatically applied when you create a new order.

💡

Custom Field settings apply across your entire team. Everyone will see the same fields, so make sure to set shared default values.

3. Add Contact Details Directly to the Order

Before, you entered the contact name, phone number/email, and notes in a separate pop-up.

Now, you can just add this information as Custom Fields when creating the order. If you're printing multiple copies of the same order, your saved contact details will already included.

As part of this change, the old **“Contact Info / Memo”** pop-up has been removed.

4. Updated Purchase & Sales Order Layouts

To go along with the new Custom Fields feature, we’ve refreshed the layouts for Purchase Orders and Invoices. Both documents now share a cleaner, unified design for a more professional look.

◾Purchase Order