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.
Go to the invoicing product and then proceed to settings.
Click on "Custom Fields" setting option.
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
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
These columns represent custom fields that aren't part of the standard Clear Tax variables.
Copy the variable names from the Excel sheet.
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.
Update the line item variable using line item field two. Save the changes.
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.
Check the file for errors and duplicates, then proceed with the import.
The imported invoices will now include datasets with the custom variables at both document and line item levels.
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!
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