{"id":9559,"date":"2023-12-04T13:12:57","date_gmt":"2023-12-04T13:12:57","guid":{"rendered":"https:\/\/docs.daftra.com\/user_manual\/%d8%aa%d8%ab%d8%a8%d9%8a%d8%aa-%d8%ad%d9%82%d9%84-%d8%a5%d8%b6%d8%a7%d9%81%d9%8a-%d9%84%d8%a3%d8%ad%d8%af-%d9%82%d9%88%d8%a7%d9%84%d8%a8-%d9%85%d8%b3%d8%aa%d9%86%d8%af%d8%a7%d8%aa-%d8%af%d9%88%d8%b1\/"},"modified":"2026-01-08T07:32:31","modified_gmt":"2026-01-08T07:32:31","slug":"adding-a-custom-field-to-one-of-the-purchase-invoices-layouts","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/adding-a-custom-field-to-one-of-the-purchase-invoices-layouts\/","title":{"rendered":"Adding a Custom Field to one of the Purchase Invoices Layouts"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1701958172951{margin-left: 200px !important;}&#8221;]In addition to the basic layouts for purchase cycle documents such as purchase invoices, returns, estimates, and purchase orders, there are other ready-made layouts that you can use according to your preferred design. The customization feature allows you to modify this layout and add fixed fields that appear in the template design every time you use it.[\/vc_column_text][vc_custom_heading text=&#8221;How to Add a New Temporary Field to One of the Purchase Cycle Documents&#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_1701958231047{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1767856611917{margin-left: 200px !important;}&#8221;]When creating a new purchase invoice, you can work with the default template or choose a different template from the drop-down menu under the &#8216;<strong>Purchase Invoice Layout<\/strong>&#8216; field.<\/p>\n<p>Whether you are using the default layout or any other template, you can manually add a new field if the existing fields on the invoice do not cover everything you need.<\/p>\n<p>To add the field, click on the (+) sign next to the invoice details, and enter the field name and its value.<\/p>\n<p>For example, you can add a field like &#8216;<strong>Number of Previous Orders from this Supplier,<\/strong>&#8216; where the value is a number representing the count of previous supplies from the supplier.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43980 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices-.png\" alt=\"\" width=\"1366\" height=\"567\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices--300x125.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices--1024x425.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices--768x319.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1701958966758{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p>This method for manually adding a new field to a purchase invoice applies to one or more invoices, and the same field is not installed in the default invoice template or any other.<\/p>\n<p>You need to add the field yourself each time you want to use it.<\/p><\/blockquote>\n<p>[\/vc_message][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;alert-warning&#8221; css=&#8221;.vc_custom_1701958989004{margin-left: 200px !important;}&#8221;]<\/p>\n<blockquote><p>You can apply the same steps to add a new field to other purchase cycle documents such as returns or purchase orders.<\/p><\/blockquote>\n<p>[\/vc_message][vc_custom_heading text=&#8221;How to add an additional field for one of the purchase cycle documents&#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_1701959023397{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][vc_column_text css=&#8221;.vc_custom_1767857162893{margin-left: 200px !important;}&#8221;]If you want to add a field to appear automatically on every purchase invoice or document using the layout to which you added the field, follow these steps.<\/p>\n<p>Click on &#8216;<strong>Purchase Invoice Settings<\/strong>&#8216; under &#8216;<strong>Purchases<\/strong>&#8216; in the main menu, and click on &#8216;<strong>Purchase Layouts<\/strong>.'&#8221;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-433.png\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43982 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices-Layout-.png\" alt=\"\" width=\"1365\" height=\"632\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices-Layout-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices-Layout--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices-Layout--1024x474.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Purchase-Invoices-Layout--768x356.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/span><\/a><\/p>\n<p>Click on the &#8220;<strong>New Layout<\/strong>&#8221; button.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43985 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/New-Layout.png\" alt=\"\" width=\"1366\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/New-Layout.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/New-Layout-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/New-Layout-1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/New-Layout-768x355.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Click on the layout design to which you want to add the field.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32307 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87u9io.png\" alt=\"\" width=\"1096\" height=\"601\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87u9io.png 1096w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87u9io-300x165.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87u9io-1024x562.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/87u9io-768x421.png 768w\" sizes=\"auto, (max-width: 1096px) 100vw, 1096px\" \/><\/p>\n<p>Click on &#8216;<strong>Custom Fields<\/strong>&#8216; from the menu to add a new field and press the &#8216;<strong>Add More Fields<\/strong>&#8216; button.<\/p>\n<p>Choose from the suggested fields that correspond to the new field you want to add, or click on &#8216;<strong>Custom Field<\/strong>&#8216; and enter the name of the field.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-436.png\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32312 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/dsd.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/dsd.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/dsd-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/dsd-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/dsd-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/span><\/a><\/p>\n<p>Enter the name of the new field, for example, &#8216;<strong>Number of Previous Orders from this Supplier<\/strong>,&#8217; and click &#8216;<strong>Save<\/strong>.&#8217;<\/p>\n<p>The field will automatically appear in the designated space for custom fields.<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-437.png\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32315 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/rds.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/rds.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/rds-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/rds-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/rds-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/span><\/a><\/p>\n<p>If you want to change the placement of the new field:<\/p>\n<ul>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Copy the text of the field or the corresponding code.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Click on the paragraph or the section where you want to add the new field in the invoice or from the sidebar.<\/li>\n<li style=\"font-weight: 400;\" aria-level=\"1\">Paste the field in the appropriate location.<\/li>\n<\/ul>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32317 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/iujo.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/iujo.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/iujo-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/iujo-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/iujo-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/>[\/vc_column_text][vc_custom_heading text=&#8221;Adding a New Field from the Full Variables Guide in the System&#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_1742122078977{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1767857541411{margin-left: 200px !important;}&#8221;]The Full Variables Guide allows you to add flexibility to all your documents in the ledger, such as invoices and email messages.<\/p>\n<p>The guide includes:<\/p>\n<ul>\n<li>Codes related to certain fields, such as &#8220;<strong>Supplier City<\/strong>&#8221; or &#8220;<strong>Warehouse<\/strong>.&#8221;<\/li>\n<li>Properties like &#8220;<strong>Total Invoice Amount in Words<\/strong>&#8221; to display the total invoice amount in words or &#8220;<strong>Branch Location<\/strong>&#8221; to show the geographic location of the branch on the map in the invoice.<\/li>\n<\/ul>\n<div class=\"flex-1 overflow-hidden\">\n<div class=\"react-scroll-to-bottom--css-ubgng-79elbk h-full\">\n<div class=\"react-scroll-to-bottom--css-ubgng-1n7m0yu\">\n<div class=\"flex flex-col pb-9 text-sm\">\n<div class=\"w-full text-token-text-primary\" data-testid=\"conversation-turn-7\">\n<div class=\"px-4 py-2 justify-center text-base md:gap-6 m-auto\">\n<div class=\"flex flex-1 text-base mx-auto gap-3 md:px-5 lg:px-1 xl:px-5 md:max-w-3xl lg:max-w-[40rem] xl:max-w-[48rem] } group final-completion\">\n<div class=\"relative flex w-full flex-col lg:w-[calc(100%-115px)] agent-turn\">\n<div class=\"flex-col gap-1 md:gap-3\">\n<div class=\"flex flex-grow flex-col max-w-full\">\n<div class=\"min-h-[20px] text-message flex flex-col items-start gap-3 whitespace-pre-wrap break-words [.text-message+&amp;]:mt-5 overflow-x-auto\" data-message-author-role=\"assistant\" data-message-id=\"e0828cb6-bd05-4f8e-83fe-e578f2f647ca\">\n<div class=\"markdown prose w-full break-words dark:prose-invert light\">\n<p>You can access it by clicking on &#8220;<strong>Purchase Invoice Settings<\/strong>&#8221; under &#8220;<strong>Purchases<\/strong>&#8221; in the main menu, then clicking on &#8220;<strong>Purchase Invoices<\/strong>,&#8221; and finally, clicking on &#8220;<strong>Full Variables Guide<\/strong>.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43988 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Variables-guide-.png\" alt=\"\" width=\"1365\" height=\"631\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Variables-guide-.png 1365w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Variables-guide--300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Variables-guide--1024x473.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Variables-guide--768x355.png 768w\" sizes=\"auto, (max-width: 1365px) 100vw, 1365px\" \/><\/p>\n<p>Or by clicking on it from within the layout itself.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-32319 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/9u8jxio.png\" alt=\"\" width=\"1366\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/9u8jxio.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/9u8jxio-300x132.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/9u8jxio-1024x449.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/9u8jxio-768x337.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>Click on the copy symbol ? next to the code of the field you want to add.<\/p>\n<p>Then, paste the field into the purchase invoice document where you intend to install it, as we explained in the previous steps from the purchasing layout.<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-444.png\"><span style=\"font-weight: 400;\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-9778 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-444.png\" alt=\"\" width=\"1108\" height=\"599\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-444.png 1108w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-444-300x162.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-444-1024x554.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Screenshot-444-768x415.png 768w\" sizes=\"auto, (max-width: 1108px) 100vw, 1108px\" \/><\/span><\/a><\/p>\n<p>The custom field will automatically appear when selecting the template in invoices or any of the purchasing document types.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-43990 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Add-Purchase-Invoice-.png\" alt=\"\" width=\"1366\" height=\"567\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Add-Purchase-Invoice-.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Add-Purchase-Invoice--300x125.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Add-Purchase-Invoice--1024x425.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2023\/12\/Add-Purchase-Invoice--768x319.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/p>\n<p>Keep in mind that some properties, like those we added to the template from the Full Variables Guide, are not considered fields that require additional data. Instead, they are activated after saving the invoice and are automatically adjusted, such as spelling out the total invoice amount.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":13,"template":"","categories":[2188,2196,2064,2067],"tags":[3816,8136],"class_list":["post-9559","user_manual","type-user_manual","status-publish","hentry","category-purchases","category-purchase-invoices","category-templates","category-printable-templates","tag-custom-fields","tag-purchase-cycle"],"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 one of the Purchase Invoices Layouts - 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-one-of-the-purchase-invoices-layouts\/\" \/>\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 one of the Purchase Invoices Layouts - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text css=&#8221;.vc_custom_1701958172951{margin-left: 200px !important;}&#8221;]In addition to the basic layouts for purchase cycle documents such as purchase invoices, returns, estimates, and purchase orders, there are other ready-made layouts that you can use according to your preferred design. 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