Custom fields

Add tenant-specific data points to every invoice row, and decide whether those fields should be populated automatically through OCR when files are uploaded.

Who can manage custom fields?

Only users with the Custom fields permission (usually admins) can add, edit, or delete fields. Everyone else can still see and edit the values on invoices if they already have permission to edit invoices.

Creating a custom field

1. Open Settings → Custom fields.
2. Click Create custom field.
3. Pick a label (the column name that appears on invoices) and select the field type:
   • Text for freeform strings
   • Number for currency/quantities
   • Date for due dates, delivery dates, etc. (stored as YYYY-MM-DD)
4. (Optional) Toggle Search for this field during OCR? so the field is ready once automated OCR capture is released. This switch is currently decorative—the flow is in development—but turning it on now means no extra work later.
5. Save the field.

Fields are stored per tenant, so every invoice inside that tenant gets the new column instantly. You can edit the label, type, or OCR toggle at any time.

What happens behind the scenes?

• Create – the field appears on every invoice immediately. Existing invoices retain blank values until you fill them in. The OCR toggle simply prepares the configuration for the upcoming automated workflow.
• Update – editing the label renames the column without touching the stored values. Changing the type doesn’t coerce historical data, so sanity-check existing values afterwards. Toggling OCR just marks the field as ready for the future integration.
• Delete – removes the column from invoices and permanently deletes all recorded values. There is no undo, so export any data you need first.

OCR integration status

We're actively building full Typless/OCR support for custom fields so uploads can auto-fill those values. The Search for this field during OCR? switch prepares the configuration, but no extra data is captured yet. We'll update this page as soon as the rollout begins.

Working with custom fields on invoices

• Every custom field appears as a column in the invoice table and inside the row expansion panel.
• Editable invoices allow inline editing; updates are saved immediately to Firestore.
• Custom field values participate in the table search, so you can quickly filter by these tenant-specific details.

Removing a custom field

Deleting a field removes it from the settings list and strips the column from existing invoices. Historical data for the field is permanently deleted, so make sure you no longer need it before confirming the removal. (Once OCR support is live, deleting a field will also stop Typless from looking for it.)