# Custom Field - Custom E-Invoicing Field Setup

**Setting Up Custom Fields in the Invoicing Utility**

This tutorial will guide you through the process of setting up custom fields in the invoicing utility. By the end of this guide, you'll be able to add and configure custom fields to tailor your invoicing process to your specific needs.

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Learn how to add and configure custom fields for your e-invoices
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Go to the **invoicing product** and then proceed to **settings**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrfDn81aryXJ23KQPPnKe%2F0.png?alt=media\&token=4061be45-caf9-457e-a59f-fedeb47f3db8)

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Click on **"Custom Fields"** setting option.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FA1qACXHYKLUdrzaOATLp%2F1.png?alt=media\&token=9872ffc9-3caf-4e47-8f3c-bad320e452d6)

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From the **template drop-down**, select **'invoice'**. Then, choose the appropriate **business** classification.

There are two levels of classification to note:

\- Document level

\- Line item level

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FAJlkLtbhNvz2dothg7q8%2F2.png?alt=media\&token=0804b279-6017-4ebb-8f8b-efed889a3452)
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Refer to the prepared Excel sheet. This sheet includes two additional columns:

\- Unique Identification Number (UIN) at the document level - Product code at the line item level

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2Fp0ACwdYzwCSObRa5yMuX%2F3.png?alt=media\&token=28733cdc-812d-4753-a097-d4b8d5ecc465)

These columns represent custom fields that aren't part of the standard Clear Tax variables.

Copy the variable names from the Excel sheet.
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In the **custom field settings**, locate the document level header classification. Use **custom field four** to declare the header variable at the document level. Save the changes.

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Update the line item variable using **line item field two**. Save the changes.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FrLZkVak8IraB4QSl4NPG%2F5.png?alt=media\&token=7ceace78-b0f0-4fd3-b8d3-277f42aac76a)

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When the headers for both document and line item levels are updated in the custom Excel sheet, the data will be captured accordingly.

Navigate to **invoices** and select the **import option**.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FtgNm1uZsLaNRKfOVDBnR%2F6.png?alt=media\&token=927922e3-0d5f-4dcb-bc94-01802567fc7f)

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Check the file for errors and duplicates, then proceed with the import.

![](https://1228935104-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F-MZESjKfghy4dwB5DEJ1%2Fuploads%2FDx78h03xWgZ2ZwwpIigw%2F7.png?alt=media\&token=5f2bd888-a375-4123-8821-d8c09fb2b867)

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The imported invoices will now include datasets with the custom variables at both document and line item levels.
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By following these steps, you've successfully added custom field variables to your Excel sheet, modified them, and integrated them into Clear Tax under the custom field settings. Thank you!