In Coworks, you can generate one-off invoices to anyone (members, guests, etc.) for any reason.
Sometimes, when making an invoice for a customer, you may want to add some custom fields or labels to be seen and generated on the invoice. This can be great for adding things like reference numbers, purchase orders, or the like.
Adding Custom Fields
Click on the invoices tab in the dashboard or of the customer you want to invoice and select 'new invoice'
Select which type of customer (team or contact) if needed
You will see a "Custom Field" toggle below the recipient information. Toggle that on to open up the custom fields
You will have the ability to add your own custom label and value to appear on the invoice. For example you can add label called "PO Number" and add the correct number or value in the "Value field.
You can add up to 4 custom fields per invoice.
Viewing Custom Fields
Custom fields will appear both on the Coworks invoice and on the invoice pdf/receipt
On the Coworks invoice, it will apear in the invoice details under the "Custom fields" label.
Click the PDF/Receipt button on the Coworks invoice or download it from the emailed link to view the invoice document, which will also contain the custom fields in the top-left information of the invoice:
