Custom Fields
How to add your own fields to customers, vendors, invoices, bills, items and jobs, and fill them in on the website and in the app.
Custom fields let you keep the details your business needs that the standard forms do not have — a PO number, a license number, a warranty date. Add them in Accounting → Settings → Custom fields.
Adding a field
Choose the record it belongs on (customers, vendors, invoices, bills, items or jobs), give it a label, and pick a type: text, a number, a date, yes or no, or a choice from a list you write (at least two choices). Seayora makes a key from the label for exports and connected assistants; you can change the key before you save. Each kind of record can have up to 30 fields.
Where it appears
The field is on that record’s form when you create one, and on the record itself when you open it, on the website, the iPhone and Android. Open a record and choose Edit beside Your fields to change the values. An invoice’s fields with a value are printed on its PDF.
Required fields
Mark a field required and the form will not save without it. A record made another way — imported, or by a connected assistant — says which required fields are still empty when you open it.
Hiding or deleting a field
Switch “Show it on forms and records” off to hide a field and keep every value typed into it. Deleting a field removes it and every value recorded in it.
Frequently asked questions
Can I change a field’s type later?
Only while nothing has been typed into it. Once a field has values its type is fixed — add a new field instead, so a value is never shown as something it is not.
Can I rename a field?
Yes — the label can change any time. The key stays as it was made.
Do custom fields sync with QuickBooks?
No. They are Seayora’s own fields.
Related guides
Related features and guides
- Document Designs — Documentation. How to design the PDFs your customers and vendors receive — invoices, estimates, statements, purchase orders and receipts — and preview the real document.
- Books Modules — Documentation. How to switch off the parts of your books you do not use — recurring invoices, progress invoicing, budgets, bank feeds, the customer portal and more — and what switching one off does.
- Classes, Locations & Multi-Dimensional Reporting — Documentation. How to tag transactions with classes and locations so you can report on performance by division, trade, or site — not just company-wide.
- Bills & Accounts Payable — Feature. Enter and track bills, manage vendor payables, and tie each cost back to the property, unit, or job that generated it.
- Accounts Receivable & Collections — Feature. Track outstanding balances across tenants and customers, age receivables, and run collections workflows before small arrears become large ones.
- Invoicing, Estimates & Statements — Feature. Create invoices and estimates, send customer statements, and collect payment through the same rails as rent — with everything posting to the ledger automatically.