1. From the main menu, click on “Templates”.
2. Choose “Printable Templates” from the menu.
3. Click on “Invoice/ Estimate Layouts”.
4. Click on the desired invoice template to modify it or click on the “New Layouts” button to start adding a new template to the account.
   • For more details on the steps to create an invoice template, please refer to the explanation guide “Create Invoice/ Estimate Layout“.
5. Inside the invoice templates screen, click on the “Notes” tab.
6. Click on the “Full Variables Guide” button.
7. Go to the section that contains the placeholder/ variable for “Invoice”.
8. In the list of invoice placeholders, you will find the new variables for the additional custom fields.
9. Copy the variable for each field and go back to the template in the invoice template editor.
10. Add the variable in the desired section within the invoice template, whether in the “Client Info” section, “Business Info” section, “Shipping Info” section, or in the “Notes” section.
11. Click on the “Save” button for the invoice template.
    • Now, when creating a new invoice and adding values to the additional custom fields, these values will appear in the template at the designated position within the invoice template.
    • Note: The values of the additional fields may not appear in the preview, and they will only appear when saved as a final invoice or a draft.