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Best answer

Custom fields in Invoices

  • August 24, 2020
  • 3 replies
  • 135 views

Hi. I am trying to populate custom fields in my invoices whilst creating a new invoice upon booking in an appointment using Acuity. However although I can pull through custom fields information into the Contact Details - there seems to be no way of filling them in invoices. Any ideas?

Best answer by nicksimard

Hi @QueenSweep!

I looked into this and it seems to be the case that custom fields are not currently supported in the Create Invoice action (though I can see that they *are* available in Create Contact).

I've gone ahead and added your vote for this feature request. If this gets added, you’ll be notified via email!
 

This post has been closed for comments. Please create a new post if you need help or have a question about this topic.

3 replies

andywingrave
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  • Zapier Solution Partner
  • August 26, 2020

Hello there! Can I ask what platform you are trying to create invoices in? 

Please can you share screenshots of where you are getting stuck?


  • Author
  • Beginner
  • August 26, 2020

Hi - I’m using Chrome 

There are simply no custom fields being pulled through from Zoho Invoice

 


nicksimard
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  • Zapier Staff
  • Answer
  • November 13, 2020

Hi @QueenSweep!

I looked into this and it seems to be the case that custom fields are not currently supported in the Create Invoice action (though I can see that they *are* available in Create Contact).

I've gone ahead and added your vote for this feature request. If this gets added, you’ll be notified via email!