How to Add a Custom Field to a Customer / Invoice:

Last updated: September 26, 2025

Summary / Introduction

Learn how to create and manage custom fields for customer information, such as EIN (Employer Identification Number), which can be displayed on invoices.

Step-by-Step Instructions

  1. Step One: Navigate to the customer's profile in your merchant dashboard

  2. Step Two: Go to the Additional Fields section under the customer's profile

  3. Step Three: Click the "Edit" button

  4. Step Four: Click "+ Create Field" to add a new custom field

  5. Step Five: Enter the field details (e.g., "EIN" as the field name), this will show on all invoices for the customer

Tips & Best Practices

  • Tip #1: Create descriptive field names that clearly identify the information being stored

  • Tip #2: Review invoice settings to ensure custom fields are properly displayed where needed

  • Tip #3: The assignment of additional fields is at the customer level, but you can have a unique value for the fields at the invoice level