Know How to Add a Column to an Invoice in myBillBook
Written By Team Flobiz
Last updated 4 months ago
Feature Overview
The "Add Column to Invoice" feature allows users to:
Customize invoices by adding additional fields.
Enhance clarity and specificity for clients by including unique business information.
Save time by setting up reusable invoice templates with the desired columns.
Key Benefits
Personalized invoices that reflect your business requirements.
Ability to include critical details like product attributes, special discounts, or custom data fields.
Power User Tip
For businesses using specific ERP systems or unique identifiers, leverage the Custom Column feature to create fields like "Batch Number" or "Shipment ID" and save time during manual entry.
Steps to Add Column to an Invoice
Step1: Access Invoice Settings:
Log in to your myBillBook account.
Navigate to Settings > Invoice Settings.
Step 2: Go to Customization Dashboard:
Click on Invoice Details or Item Table Details, depending on the type of column you want to add.
Step 3: Add New Column:
Select the checkbox for existing columns you wish to include, or click on + Add Custom Column at the bottom.
Provide a name and details for the custom column (e.g., "Product Warranty," "SKU").
Step 4: Save Changes:
After defining the custom column, click Save to apply it to your invoices.
Step 5: Verify Changes:
Create or edit an invoice to ensure the new column appears in the desired position.
