# Invoice custom fields Invoice custom fields are extra fields You can add to invoice headers - beyond what Fitek provides by default. They're useful for tracking information that's specific to Your company's processes, like contract numbers, project references, internal routing tags, or country-specific data. You configure them under Settings → Invoice custom fields. Users with the Administrator or Accountant role can manage the field definitions. Regular users can see and fill in custom fields on invoices but can't change how they're set up. ### **What You see on the custom fields page** The page lists all Your configured fields with columns: * **Code:** the technical identifier * **Name:** what users see on invoices (for example "Riigihanke viitenumber", "Lepingu number") * **Type:** Text, Date, or List Each field has edit and delete buttons. Fields that are in use on invoices can't be deleted. ### **Creating a custom field** Click "+ New custom field" and fill in: * **Name:** the label users see on invoices * **Code:** a unique technical identifier (this also needs to match the XML element if You import data via API) * **Type:** choose between: * **Text:** users type a free-text value * **Date:** users pick a date * **List:** users choose from predefined dropdown values. If You pick this, You'll need to add the list items with their own codes and names. * **Mandatory:** tick this if the field must be filled on every invoice. If it's mandatory, users can't save or confirm an invoice without filling it in. * **Include in export:** tick this if the value should be sent to Your ERP when invoices are exported. Also needed if You want the field to appear in Excel exports from the invoice register. ### **Using custom fields with automation** If You use autotransactions, they can fill custom fields automatically based on rules You define. For example, an autotransaction could set a contract number based on the supplier. This works for all field types and is included in exports when "Include in export" is enabled. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fitek-learning.fitek.com/getting-started/settings/invoice-custom-fields.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.