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ClearTax GST Software- How to Add Custom Fields in a Sale Invoice

Updated on: Jul 13th, 2021

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2 min read

In this article, we will discuss how to add custom fields in a sales invoice through ClearTax GST software.

How to Add Custom Fields to a Sale Invoice

Other than the fields available on sale invoices and bill of supply, in case you wish to add few custom fields such as Lorry Number, the name of transporter etc, to your invoices, set those custom fields following the below mentioned steps:

  • Login to our website, Cleartax GST
  • Once you are logged in, you can click on the ‘dashboard’
  • From the top panel, go to ‘More’ and click on ‘Settings’
3
  • Click on Invoice Settings and select ‘Custome Fields’
4
  • Select the appropriate GSTIN
  • Select the type of invoice
ClearTax GST Software- How to Add Custom Fields in a Sale Invoice
  • Now add the description to the custom fields
ClearTax GST Software- How to Add Custom Fields in a Sale Invoice
  • Click on save
ClearTax GST Software- How to Add Custom Fields in a Sale Invoice

Once you add these fields every time you create a new invoice or bill of supply, a ready fillable field will be available to update.

How to add Head Office Address on every invoice

  • Login to our website, Cleartax GST
  • Once you are logged in, you can click on the ‘dashboard’
2
  • From the top panel, go to ‘More’ and click on ‘Settings’
3
  • Click on Invoice Settings and select ‘Custome Fields’
4
  • Select the appropriate GSTIN and add the address details
5
  • Save the detail
  • Now each you create an invoice, these details will automatically appear on your invoice.
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Quick Summary

This article explains how to add custom fields in a sales invoice using ClearTax GST software. Users can add custom fields like Lorry Number, transporter name, and Head Office Address. Steps to add custom fields and Head Office address are detailed in this guide.

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Clear offers taxation & financial solutions to individuals, businesses, organizations & chartered accountants in India. Clear serves 1.5+ Million happy customers, 20000+ CAs & tax experts & 10000+ businesses across India.

Efiling Income Tax Returns(ITR) is made easy with Clear platform. Just upload your form 16, claim your deductions and get your acknowledgment number online. You can efile income tax return on your income from salary, house property, capital gains, business & profession and income from other sources. Further you can also file TDS returns, generate Form-16, use our Tax Calculator software, claim HRA, check refund status and generate rent receipts for Income Tax Filing.

CAs, experts and businesses can get GST ready with Clear GST software & certification course. Our GST Software helps CAs, tax experts & business to manage returns & invoices in an easy manner. Our Goods & Services Tax course includes tutorial videos, guides and expert assistance to help you in mastering Goods and Services Tax. Clear can also help you in getting your business registered for Goods & Services Tax Law.

Save taxes with Clear by investing in tax saving mutual funds (ELSS) online. Our experts suggest the best funds and you can get high returns by investing directly or through SIP. Download Black by ClearTax App to file returns from your mobile phone.

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