How to Add Custom Fields in Invoice Templates

In this article, you will learn how to add or remove custom fields in your invoice templates to display the exact information you want clients to see.

Customizing your invoice templates ensures your business presents clear, professional documentation while showing only the information you want clients to see. In Pabau, you can easily add or remove custom fields from your invoice headers to suit your workflow.

Step 1: Access Invoice Templates

Start by logging into your Pabau account. From the left-hand menu, navigate to Setup, then scroll to the Financials section and click on "Invoice Templates".

You’ll see a default invoice template already created. You can either:

• Click on an existing template to edit it, or

• Click “New Invoice Template” in the top right corner to start from scratch.

Step 2: Add Custom Fields from the Header Tab

Once inside the invoice template editor, select the Header tab at the top of the screen.
This is where you can choose which custom fields appear on your invoice.

• In the Customer section, you’ll find several client-related options:

  • Payment method

  • Appointment date

  • Authorisation code

  • Customer ID

  • Client Address

  • Next of Kin

  • Laser Treatment Preference

  • Specific Skin Condition / Goal

  • Primary Care Physician Name

  • Primary Care Clinic Name

  • Emergency contact

  • Assigned Doctor

  • Client alerts

• In the Employee section, you can choose to display:

  • Name of the employee who raised the invoice

You can check or uncheck any of these options to control what’s shown on your invoices.

As you make changes, a live preview on the right-hand side will update in real-time—so you can see exactly how the final invoice will look.

Step 3: Save Your Changes

Once you’re happy with the selected fields and appearance, click:

• "Create" (if you're setting up a new template), or

• "Save" (if editing an existing one)

Your updated template will now be available when generating invoices for clients.

Tailoring invoice fields helps you keep things relevant and professional, whether you're simplifying for cosmetic clients or including detailed information for insurance and medical purposes.