Custom attributes are nothing but the fields that are unique to your invoices app account. They can be created, modified, and customized. You can also have attributes of different data types such as text, numbers, date, currency, etc.
Master layouts in the invoices app allow you to add up the custom fields as per your requirement. There are a few stand-alone steps to be followed to access settings to customize custom attributes in the invoices app.
Have a look at the following steps to understand better.
Steps to Customize Master Layout Attributes in Invoices
- Log in and access the Invoices app from the universal navigation menu.
- Click on the “More (...) '' icon and select “Settings”.
- Click on the “Customize App” drop-down and select “Master layout” from the left navigation panel.
Note: If you are a standard plan user, then you need to upgrade your account to use this master layout feature. It would be notified as below:
- Choose the section under the “Palette” tab. You can customize with one or two-column sections.
- Drag and drop your own custom attributes into the section.
- Rename the attribute by clicking on the “Inspector” tab. A pop-up will appear to rename and update the attributes.
- For instance, Now you are adding the “Two columns” section and insert a “Drop Down” attribute as shown in the image. From the “Inspector” tab you can rename your custom attribute in the invoices master layout.
- Scroll down the Inspector Tab to add the values for the added dropdown attribute. Click on the Save button.
- You have now created your own custom attributes in your invoices, master layout.
- You can view the added attribute in the Create Invoice page.
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