How to add custom fields while bulk uploading accounting documents?
Every business has a unique way of invoicing. This means that while Refrens offers a variety of fields as default options for your accounting documents, you may still want to add more fields.
The good part? you can do this by adding custom fields to your document headers, footers, and additional charges area.
Let's see how you add this while doing bulk upload.
Custom fields in the header section can provide additional, specific details about your invoice. For Example, let's say you want to show a field called _Company ID_ in the invoice:
Here's how to add it:
Column Format
To include a custom field in the header, you need to add a column in your CSV file in this format:
headers.FieldName
ExampleSuppose you want to include a custom field called "Company ID." In this case, add a column named headers.Company ID in the CSV:
Column Format
Use the format: footers.FieldName
Example
If you want to include a field called Membership Status. In this case, add a column called:
footers.Membership Status:
To specify additional charges or discounts (as highlighted above), you can add custom fields under the Additional Charges section.
Here's how to add them:
Column Format
Add a column in your CSV file in this format: additionalCharges.FieldName
Example:
For fields like "Shipping Charges" or "Packaging Charges," add corresponding column names such as:
additionalCharges.Shipping Charges, additionalCharges.Packaging Charges.
Important Note: Enter these charges in absolute values only (e.g., 500), as percentages are not supported.
That’s it! adding custom fields while bulk uploading accounting documents is that simple.
If you have any further questions reach out to us at care@refrens.com or contact us via chat support for quicker assistance!
The good part? you can do this by adding custom fields to your document headers, footers, and additional charges area.
Let's see how you add this while doing bulk upload.
1. Adding Custom Fields to the Invoice Header
Custom fields in the header section can provide additional, specific details about your invoice. For Example, let's say you want to show a field called _Company ID_ in the invoice:
Here's how to add it:
Column Format
To include a custom field in the header, you need to add a column in your CSV file in this format:
headers.FieldName
ExampleSuppose you want to include a custom field called "Company ID." In this case, add a column named headers.Company ID in the CSV:
2. Adding Custom Fields to the Invoice Footer
To add custom fields in the footer area of your document (as shown above):
Column Format
Use the format: footers.FieldName
Example
If you want to include a field called Membership Status. In this case, add a column called:
footers.Membership Status:
3. Adding Custom Fields to Show Additional Charges and Discounts
To specify additional charges or discounts (as highlighted above), you can add custom fields under the Additional Charges section.
Here's how to add them:
Column Format
Add a column in your CSV file in this format: additionalCharges.FieldName
Example:
For fields like "Shipping Charges" or "Packaging Charges," add corresponding column names such as:
additionalCharges.Shipping Charges, additionalCharges.Packaging Charges.
Important Note: Enter these charges in absolute values only (e.g., 500), as percentages are not supported.
That’s it! adding custom fields while bulk uploading accounting documents is that simple.
If you have any further questions reach out to us at care@refrens.com or contact us via chat support for quicker assistance!
Updated on: 31/01/2025
Thank you!