Custom fields

Custom fields track extra information on your forms: a project, a class, a sales rep, anything your business needs.

1. 1Show inactive fields lists fields you've turned off as well.
2. 2Create Custom Field adds your own (see below).
3. 3Default fields: Terms, Customer Type, Source, Role and Industry. They're included on every plan and never count toward your limit.
4. 4The handle: drag a field up or down to change its order.
5. 5Prebuilt: a field WizeBooks provides, ready to use.
6. 6Edit changes the field.
7. 7Turn off takes a prebuilt field off your forms. On your own fields this reads Make inactive.
8. 8Custom fields: your own fields, plus prebuilt ones you can switch on: Projects, Classes, Locations, Assign to Customer and Sales Rep.
9. 9How many of your plan's custom fields you've used. Each active field here uses one: Starter includes 1, Pro 10 and Enterprise unlimited.
10. 10Turn on switches a prebuilt field on. On your own fields this reads Make active.

Field Name, Data Type, Category and Forms show what each field is and where it appears.

Creating a field

1. 1Field Name, such as Sales Rep.
2. 2Data Type: Dropdown list, Alphanumeric, Number or Date.
3. 3Dropdown list options: the choices, up to 100.
4. 4Add option adds another choice.
5. 5Category: Transaction, Customer or Vendor.
6. 6Select Forms: tick each form that should show the field, from estimates and invoices to bills, expenses and journal entries.
7. 7Public or Private for each form: public prints on the form the customer or vendor sees, private is for your team only.
8. 8Public / Private: hover over the icon for what each means.
9. 9Save creates the field.

Line-level fields such as Classes and Locations can also be set in bulk with Reclassify.