Invoice Crowd allows you to customize project fields to align with your business needs. With built-in fields and the ability to add custom fields, you can tailor projects to include all necessary information, ensuring accurate tracking and reporting.

Available Customization Options

1. Built-In Project Fields

Default fields include:

  • Project Name: A unique identifier for the project.
  • Description: Add context or details about the project.
  • Billing Method: Specify the billing structure (e.g., fixed cost, hourly).
  • Currency Settings: Define the currency for project transactions.
  • Budget Information: Set cost and time budgets for the project.
  • Custom Field Data: Leverage predefined or custom fields for additional data.
  • Cost Tracking: Monitor project expenses and profitability.

2. Custom Fields System

You can create and manage fields specific to your business:

  • Custom Text Fields: For general information or notes.
  • Numeric Fields: For budgets, rates, or other numerical data.
  • Date Fields: To track deadlines, milestones, or key dates.
  • Dropdown Menus: To standardize options for specific fields.
  • Checkboxes: For yes/no or multiple-choice selections.

How to Add Custom Fields

1. Create Custom Fields

  • Navigate to Project Settings.
  • Select the Custom Fields tab.
  • Click on Add New Field to begin customization.
  • Configure the following:
    • Field Title: The name of the field.
    • Field Type: Choose from text, numeric, date, dropdown, or checkbox.
    • Default Value: (Optional) Set a predefined value for the field.
    • Required/Optional: Define whether the field is mandatory for project creation.

2. Field Placement

Control how and where fields are displayed:

  • Field Position: Choose where the field appears (top, bottom, or specific sections).
  • Business Profile Association: Link fields to specific business profiles for relevance.
  • Customer Visibility: Decide if the field is visible to customers.
  • Display Order: Arrange fields in the desired sequence for clarity.

Managing Custom Fields

1. Field Settings

  • Set Visibility: Control whether fields are internal or customer-facing.
  • Define Validation Rules: Ensure data integrity by setting format or range constraints.
  • Configure Defaults: Predefine values to save time during project creation.
  • Set Permissions: Limit who can view or edit specific fields.

2. Data Organization

  • Group Related Fields: Combine fields into logical categories for easy navigation.
  • Set Display Order: Arrange fields in an intuitive order for better usability.
  • Manage Dependencies: Link fields to display conditionally based on other inputs.
  • Control Access: Restrict editing or viewing rights based on user roles.