Step one I created custom fields to Billable time. This includes Project number, category (type of service ie in-house or external) and staff member (ie role type) all relating to the billable time and cost there of. Step two I generated the invoice but can’t seem to call any of the custom fields f…

Did you check the “Show custom field on printed documents”?

Yes that is checked on all three of the billable time custom fields.

[image] Peter_Cooke: I generated the invoice but can’t seem to call any of the custom fields from the billable time. That is because custom fields created for billable time entries only show there. In general, if you want custom fields to show on sales invoices, you must create them for sales…

Billable time entries are not line items, so no line-item custom fields. They only become line items (general ledger transactions) when invoiced.

[image] Tut: There are a few exceptions. One includes: Inventory items Non-inventory items For both categories of items, if a custom field is created for the item and checked to show on printed documents, the field will be inserted into the main body of the transaction form as an additional c…

Yes, because they are items. There might also be other subsidiary ledgers, but I didn’t have time to search for them.

[image] Ealfardan: But then you can carry over line custom fields from quotes to orders to invoices with no problem at all. Are you saying that you are able to enter data in a custom field in a Sales Order - and when you “Copy to Invoice” the data is filled in the same field in the Invoice? H…

Line custom fields will not carry forward. Only regular custom fields will if they have identical labels.

Apparently I was wrong and I don’t know how I got this idea.

Displaying Billable time custom fields on invoices?

alasdair February 10, 2021, 2:43am 9

It would. Coincidentally I logged an ‘idea’ for same very recently. - see Flowing Custom fields to Sales invoice lines from Billable time

1 Like

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Displaying Billable time custom fields on invoices?

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