Display customer linked custom fields in Sales order and Tax Invoice

[Peekay]

How to Include Custom information (from Custom Fields) of Customer (like: Contact Person, Mobile Number, etc) in a Sales order, Tax Invoice, etc.

EXAMPLE:
I have added "Contact Person: and “Mobile No” as Custom fields to Customer; and want the same info should be printed below the Customer Name and address automatically when we select a customer in a New Invoice or Sales Order, the information. Please help.

[Ealfardan]

Welcome to the forum @Peekay

There’s already an idea for this request:

Display referred object custom fields in documents

Cloud Edition:- In one business I use these Classic Custom Fields [image] When creating an invoice the business’s custom fields are listed below the business details and the customer’s custom fields are listed to the left, which works very well for me. [image] How does one recreate this with the new Custom Fields? I’ve tried using the new text fields, but they don’t display on the invoice unless one adds them to the sales invoices in the creation screen, [image] but then they need to be…