How to add a custom field to an invoice, an estimate, etc.
Sometimes, you may wish to keep track of information on a transaction, like an invoice, that currently does not exist in the stock apps or in QuickBooks.
Method:CRM allows you to do this through the use of custom fields. This will require customization of the stock Method Apps. Having a good understanding of Tables and Fields will be beneficial while you go through these steps.
There are two types of custom fields you can create and use for your transactions:
QuickBooks allows you to create custom fields and these fields will sync to Method. However, there are some limitations to QuickBooks custom fields with renaming, so please see our articles on Custom Fields in QuickBooks Desktop or QuickBooks Online.
Furthermore, QuickBooks custom fields are limited to only one type: the text field. You would be unable to use a dropdown, or a date field, for example.
If you are using QuickBooks custom fields and wish to add it to your transactions, please skip to Customizing the Transaction.
In order to use a custom field in Method CRM, you would first need to add the field to the transaction table.
Realize, if you were to create a custom field in Method, this custom field does NOT sync over to QuickBooks. Any data you capture in this field stays in Method:CRM. If you need to have this data stored in QuickBooks, it would be better for you to use a custom field in QuickBooks.
Creating a custom field is similar to creating any custom field in Method. Fortunately, we have an article for this: Add custom field to existing table.
Customizing a transaction will be similar for any transaction you wish to customize. In the following example, we are going to add one field, a tracking number, to the invoices app. This can be either a QuickBooks custom field, or a Method custom field. Either way, adding it to the invoices app will be the same.
Before you start customizing, you probably should decide where the custom field will go on your transaction screen. In our example, we will add the Tracking # field right below the Invoice #.
In this section, we will add the custom field to the screen. In this example, we will be customizing the Invoice screen, and the field we are adding is TrackingNumber.
And that's it! You have successfully added a custom field to be displayed and edited in the Invoices App!