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Custom Fields

Overview​

A custom field in ChargeOver allows you to add additional pieces of data to an object. These fields can be added to reports , used to identify customers in unique ways, track different sign up dates, and more.

Objects that Support Custom Fields​

  • Admin Users
  • Brands
  • Contacts
  • Customers
  • Invoices
  • Invoice Lines
  • Products & Discounts
  • Quotes
  • Quote Lines
  • Subscriptions
  • Subscription Lines
  • Transactions (Payments, refunds, credits)

You can also specify the type of custom field you want.

  • Text: Will accept any type of text input, including numbers, dates, etc...
  • Dropdown: This option allows you to create a list of items to select from a drop down menu
  • Date: Presents the user with a date picker and stores the data in a date format.
  • Number: Will only accept a numeric value
  • Text Area: Multi line text field, great for large blocks of text
  • URL: Will only accept URLs (e.g. http://example.com/page)
  • Rich-text/HTML: Text editor to add headings, text, links, etc. All formatted in HTML.

Use-Cases for Custom Fields​

  • Add custom fields to your hosted signup pages to collect more information from the customer!
  • Add a unique PO# to your customer's invoices or subscriptions
  • Record a unique date on a subscription like a service installation date

Enable Custom Fields​

  1. To get started, go to your Settings and select Add-Ons then More Add-Ons

  2. From the list of Add-Ons, locate Custom Fields and select Get Started

Create a New Custom Field​

  1. Click New Custom Field
  2. Select the object you want the custom field associated with
  3. Enter the name of the custom field
  4. Specify the type of field, then hit Save

Once you hit save, the custom field will be available for use! When you go to create a new customer (or invoice, subscription, etc.) you'll then see the custom fields and be able to enter data into them.

Copy Subscription Custom Fields to Invoice Custom Fields​

  1. First, head over to your Settings, select Add-Ons on the left, and then select Custom Fields

  2. Next, find the subscription custom field you want to have also exist on the invoice. You can also create a new custom field

  1. On the next page, you'll see an toggle option titled [Copy to Invoice?] Set that to Yes and select which invoice field you want to copy the data to or you can create a new one

If you're choosing to copy to an existing invoice field, make sure the data types are the same (e.g. Number to Number or Dropdown to Dropdown)

If you choose to create a new field, we'll automatically create a new invoice custom field with the same name.

After you've saved the subscription custom field, all of your upcoming invoices will have this custom field now as well! Any data in the subscription custom field will begin to flow over to the invoice custom field.

Copy Quote Custom Fields to Subscription and Invoice Custom Fields​

  1. First, head over to your Settings, select Add-Ons on the left, and then select Custom Fields

  2. Next, find the Quote custom field you want to have also exist on the invoice. You can also create a new custom field.

  1. On the next page, you'll see two toggle options titled [Copy to Invoice?] and [Copy to Subscription?]

  2. Set one or both of them to Yes and select which custom field you want to copy the data to or you can create a new one

After you've saved the Quote custom field, all of your upcoming subscriptions and invoices will have this custom field now as well! Any data in the Quote custom field will begin to flow over to the invoice and subscription custom field.

Custom Field Limits​

There is a hard maximum number of custom fields you can create for each type of object. Once you exceed the limit, you cannot create any more custom fields. If you exceed these limits and need more cusotm fields created, contact us and we can explore your options!

These limits are:

Admin Users - 5 Brands - 5 Contacts - 5 Customers - 20 Invoices - 20 Invoice Lines - 20 Products & Discounts - 3 Quotes - 20 Quote Lines - 20 Subscriptions - 20 Subscription Lines - 20 Transactions (Payments, refunds, credits) - 5

Delete a Custom Field​

  1. To begin deleting a custom field, navigate to your Settings and click on Add-Ons. Then select Custom Fields

  2. Next, select the custom field from your list

  3. Last, select the vertical 3 dots and select Delete Custom Field

note

If a custom field has been used already, it cannot be deleted, only disabled.

Disable a Custom Field​

  1. To begin disabling a custom field, navigate to your Settings and select Add-Ons Then select Custom Fields

  2. Select the custom field you want to disable from your list

  3. Select the vertical 3 dots and click Disable Custom Field