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

Updated on:  

08 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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