Quotes and Invoices: Understanding Custom Fields - ePayPolicy
ePayPolicy's Custom Fields feature allows businesses to add optional, customizable labels and values to invoices for tracking unique information like internal references or project codes, which then appear on emailed invoices, digital receipts, and dashboard transaction details, and can be managed account-wide by contacting support or an account manager.
ePayPolicy Help Center
Custom Fields allow you to add unique, business-specific information to your invoices that isn't captured by standard fields. Think of them as flexible labels that help you track internal reference numbers, policy details, or specific project codes.
When you use a custom field, both the Display Name (the label) and the Value (the specific info) will appear on the:
- Emailed invoice was sent to your client.
- Digital payment receipt.
- Transaction details within your dashboard.
How to Use Custom Fields
Using these fields is straightforward because they are entirely optional.
- Filling them out: Simply enter the relevant information into the custom field box while creating your invoice.
- Leaving them blank: If a specific invoice doesn't require extra details, leave the field empty. If left blank, the field will remain invisible—it won't appear as an empty line on emails or receipts.
- Bulk Uploading: If you are uploading multiple invoices at once via a CSV or spreadsheet, click the Copy button in the upload tool to ensure your custom field headers are included in your template.
How to Get Started
Custom Fields are configured at the account level to ensure consistency across your team. To add new custom fields to your account or edit existing ones, please reach out to us:
- Account Manager: Contact your dedicated representative directly.
- Support Team: Email us at [email protected] and let us know which labels you’d like to add.
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If you would prefer to speak to someone via a phone call, during normal business hours, contact our Customer Support team at 844-372-9300.