{"id":141453,"date":"2026-08-06T05:43:08","date_gmt":"2026-08-06T05:43:08","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%a5%d8%b6%d8%a7%d9%81%d8%a9-%d8%ad%d9%82%d9%84-%d9%85%d8%ae%d8%b5%d8%b5-%d9%81%d9%8a-%d9%85%d9%84%d9%81-%d8%a7%d9%84%d8%b9%d9%85%d9%8a%d9%84-%d9%88%d8%b9%d8%b1%d8%b6%d9%87-%d9%81%d9%8a-%d8%aa%d8%b5\/"},"modified":"2026-08-06T07:38:55","modified_gmt":"2026-08-06T07:38:55","slug":"adding-a-custom-field-to-the-client-profile-and-displaying-it-in-printable-templates","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-custom-field-to-the-client-profile-and-displaying-it-in-printable-templates\/","title":{"rendered":"Adding a Custom Field to the Client Profile and Displaying It in Printable Templates"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]<\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">The system allows you to add custom fields to the client profile to store additional data you need, then insert those fields into invoices, estimates, and other printable document templates. This way, you can tailor the documents sent to your clients to display extra information directly, without needing to look it up elsewhere. This guide walks you through creating a custom field to record a client&#8217;s balance, then how to insert it into the desired printable template.<\/p>\n<h3 class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"rtl\"><\/h3>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Part 1: Adding a &#8220;Client Balance&#8220; Field&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1785995759655{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<ul>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the main menu, go to the &#8220;<strong>Clients<\/strong>&#8221; dropdown menu, then click &#8220;<strong>Client Settings<\/strong>.&#8221;<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Click &#8220;<strong>Custom Fields<\/strong>.&#8221;<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-141455 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090012.png\" alt=\"\" width=\"1366\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090012.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090012-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090012-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090012-768x355.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<ul>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the sidebar field list, drag the &#8220;<strong>Single Line<\/strong>&#8221; field onto the screen.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Enter a suitable name for the field (e.g., &#8220;<strong>Client Balance<\/strong>&#8220;).<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Click &#8220;<strong>Save<\/strong>.&#8221;<\/li>\n<\/ul>\n<p style=\"text-align: right;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-141457 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090553.png\" alt=\"\" width=\"1365\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090553.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090553-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090553-1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090553-768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p class=\"font-claude-response-body break-words whitespace-normal\" dir=\"ltr\">Once saved, this field automatically appears at the bottom of every client&#8217;s profile in the account, and its value becomes manually editable for each client individually.<\/p>\n<p>[\/vc_column_text][vc_custom_heading text=&#8221;Part 2: Adding the Field to a Print Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1785996445526{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<ul>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the sidebar, click &#8220;<strong>Templates<\/strong>.&#8221;<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Click &#8220;<strong>Print Templates<\/strong>.&#8221;<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the list of categories shown, click the &#8220;<strong>Clients<\/strong>&#8221; card.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-141459 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090835.png\" alt=\"\" width=\"1367\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090835.png 1367w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090835-300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090835-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-090835-768x355.png 768w\" sizes=\"auto, (max-width: 1367px) 100vw, 1367px\" \/><\/p>\n<ul>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Select the template you want to edit (e.g., the &#8220;<strong>Statement of Account<\/strong>&#8221; template), or create a new one.<br \/>\nEnter the appropriate wording within the template, and use the &#8220;<strong>Placeholders<\/strong>&#8221; dropdown to select:<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"rtl\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\">The additional field you created in Part 1 (Client Balance).<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\" style=\"text-align: left;\">The client&#8217;s Company Name, or any other data you want to display alongside the balance.<\/li>\n<\/ul>\n<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Click &#8220;<strong>Save<\/strong>.&#8221;<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-141463 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-1.png\" alt=\"\" width=\"1198\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-1.png 1198w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-1-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-1-1024x540.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-1-768x405.png 768w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Part 3: Recording the Client&#8217;s Balance and Printing the Template&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1785999878353{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<ul>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the sidebar, click &#8220;<strong>Manage Clients<\/strong>.&#8221;<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Select the client whose balance you want to record.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">At the bottom of the client&#8217;s profile, you&#8217;ll find the additional field you created earlier (&#8220;<strong>Client Balance<\/strong>&#8220;).<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Enter the client&#8217;s current balance value in this field.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Click &#8220;<strong>Save<\/strong>.&#8221;<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-141465 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100907.png\" alt=\"\" width=\"1368\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100907.png 1368w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100907-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100907-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100907-768x355.png 768w\" sizes=\"auto, (max-width: 1368px) 100vw, 1368px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Printing or Exporting the Document&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1786000503481{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text]<\/p>\n<ul>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">From the client&#8217;s profile, click &#8220;<strong>Printouts<\/strong>.&#8221;<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Select the template you added the balance field to (e.g., &#8220;<strong>Statement<\/strong> <strong>of Account<\/strong>&#8220;).<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-141469 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-101959.png\" alt=\"\" width=\"1369\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-101959.png 1369w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-101959-300x138.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-101959-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-101959-768x355.png 768w\" sizes=\"auto, (max-width: 1369px) 100vw, 1369px\" \/><\/p>\n<ul>\n<li>The previously entered client balance will appear printed directly within the document, with no further input needed.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-141471 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-2.png\" alt=\"\" width=\"1198\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-2.png 1198w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-2-300x158.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-2-1024x540.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2026\/08\/Screenshot-2026-08-06-100109-2-768x405.png 768w\" sizes=\"auto, (max-width: 1198px) 100vw, 1198px\" \/>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221;]<\/p>\n<div data-rs-index=\"187\" data-index=\"187\">\n<div tabindex=\"0\" role=\"article\" aria-setsize=\"190\" aria-posinset=\"188\" aria-label=\"Message 188 of 190\">\n<div data-test-render-count=\"2\">\n<div class=\"group group\/message-row\">\n<div class=\"group relative relative pb-[var(--msg-assistant-pb,0.75rem)]\" data-is-streaming=\"false\">\n<div class=\"font-claude-response relative leading-[1.65rem] [&amp;_pre&gt;div]:bg-bg-000\/50 [&amp;_pre&gt;div]:border-0.5 [&amp;_pre&gt;div]:border-border-400 [&amp;_.ignore-pre-bg&gt;div]:bg-transparent [&amp;_.standard-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;_.standard-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8 [&amp;_.progressive-markdown_:is(p,blockquote,h1,h2,h3,h4,h5,h6)]:pl-2 [&amp;_.progressive-markdown_:is(p,blockquote,ul,ol,h1,h2,h3,h4,h5,h6)]:pr-8\">\n<div>\n<div class=\"standard-markdown grid-cols-1 grid [&amp;_&gt;_*]:min-w-0 gap-3 [&amp;_&gt;_*:last-child]:mb-0 print:block print:[&amp;_&gt;_*_+_*]:mt-3 standard-markdown\">\n<p class=\"text-text-100 mt-3 -mb-1 text-[1.125rem] font-bold\" dir=\"ltr\"><strong>Notes<\/strong><\/p>\n<ul class=\"[li_&amp;]:mb-0 [li_&amp;]:mt-1 [li_&amp;]:gap-1 [&amp;:not(:last-child)_ul]:pb-1 [&amp;:not(:last-child)_ol]:pb-1 list-disc flex flex-col gap-1 pl-8 mb-3 print:block print:space-y-1\" dir=\"ltr\">\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">The additional field&#8217;s value must be updated manually each time the client&#8217;s balance changes, to ensure the correct value appears in future printed documents.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">This mechanism can be repeated to add any other data you need to display permanently on client documents, not just the balance.<\/li>\n<li class=\"font-claude-response-body whitespace-normal break-words pl-2\">Make sure the additional field is inserted correctly within the template using &#8220;Placeholders,&#8221; or its value will not appear when printed.<\/li>\n<\/ul>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<div data-rs-index=\"188\" data-index=\"188\">\n<div tabindex=\"-1\" role=\"article\" aria-setsize=\"190\" aria-posinset=\"189\" aria-label=\"Message 189 of 190\">\n<div data-test-render-count=\"2\">\n<div class=\"contents\">\n<div class=\"mb-1 mt-[var(--msg-gap,1.5rem)] group group\/message-row\">\n<div class=\"flex flex-col items-end gap-1\">\n<div class=\"group\/message-row flex min-w-0 flex-col items-end gap-xs font-sans ms-auto max-w-[85%]\" data-cds=\"UserMessage\">\n<div class=\"relative flex max-w-full min-w-0 flex-col gap-xs rounded-card px-lg py-md text-heading break-words select-text text-primary bg-neutral\">\n<div id=\"_r_4dj_\" class=\"overflow-hidden [mask-image:linear-gradient(to_bottom,black_calc(100%_-_3rem),transparent)]\"><\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p>[\/vc_message][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[2135,2067],"tags":[10597,10598,8085,3816,4036,4220,8109,10599],"class_list":["post-141453","user_manual","type-user_manual","status-publish","hentry","category-client-payments","category-printable-templates","tag-additional-fields-en","tag-client-balance-en","tag-client-profile","tag-custom-fields","tag-manage-clients","tag-printable-templates","tag-printables","tag-vouchers-en"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Adding a Custom Field to the Client Profile and Displaying It in Printable Templates - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-custom-field-to-the-client-profile-and-displaying-it-in-printable-templates\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Adding a Custom Field to the Client Profile and Displaying It in Printable Templates - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text] The system allows you to add custom fields to the client profile to store additional data you need, then insert those fields into invoices, estimates, and other printable document templates. 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