Custom Headers let you add extra labelled fields to the header section of your quotes and invoices — for example, a Purchase Order Number or Project Reference field.
Accessing Custom Headers
Go to Settings → Custom Headers.
Adding a Custom Header
- Select the Document Type (Invoice or Quotation)
- Click + New Header
- Enter:
- Label — the field name shown on the document (e.g.
PO Number) - Sequence — display order (lower = first)
- Label — the field name shown on the document (e.g.
- Click Save
The field will appear in the header section when creating or editing that document type, and it prints on the PDF.
Editing or Removing Headers
Click on a header to edit the label or sequence. Delete it to remove it from documents permanently.
:::tip
Custom headers are useful when clients require a reference number (like a PO number) to process payment — add it as a header field so it's always visible on the invoice.
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