Use custom fields to store additional information about your customers. These can also be added to the document templates for display in the PDFs.
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1. Click on the Cog

2. Click "Custom Fields"

3. Click "Companies" / "Customers"

4. Click "Create Custom Field"

5. Select the type of field and the label

6. Click Create

7. The new field is now available on the Company/Customer Record

8. In the settings page, click "Document Templates"

9. Edit the template

10. Enter the label of the field preceded by "{Client". In this example, {ClientVendorNo} is added.

Note that if your label includes spaces these will need to be replaced with underscores. So "Vendor Number" becomes "{ClientVendor_Number"}.

11. Click "Step 1: Preview" to check that the variable resolves as expected. If the curly brackets {} are showing, the variable name has not been entered correctly.

Save the document.