Once you’ve created a project in BigTime, you’ll have the ability to add custom fields to that project if you want to add extra information not already covered by existing fields. If you want, you can opt to include those custom fields in the header for that project’s invoices. For the sake of this example, we’ll say you have a custom field labeled Reference Number that you’d like to add to your invoice header.
To add this field to your invoice header, you’ll need to convert your chosen invoice template to its source code and make edits there. Start by going to INVOICING…CONFIGURE from your main navigation bar.
In the pop-up window that appears, go to the PDF STYLES tab.
Now, click on your chosen invoice PDF template from the list. Then click on the EDIT button.
A new window will open. Here, scroll down to the section labeled SOURCE VIEW and click on the hyperlink CONVERT TO SOURCE-ONLY.
You’ll now see the source code for your invoice template. This is where you’ll be able to add your custom field to the header via XML.
Navigate to the segment of code that contains your invoice header fields. You’ll need to add a new line following the format below:
<fld label="Field label">Project.CustomFields.UDF NAME</fld>
So, if we’re adding a Reference Number field in this example, we would write the code as follows:
<fld label="Reference #">Project.CustomFields.Reference_Number</fld>
Finally, click the blue SAVE button at the bottom of your screen.
Now you’ll see your custom field – in this case, Reference # – appear in the header of any invoice PDF you create with this template.