How to Add Additional Information to an Invoice
Adding notes, fields, or custom info.
Last updated 2 months ago
Upmind lets you add extra information to invoices using key-value pairs as metadata, which is especially useful for including additional records when reporting to external fiscal authorities.
Adding metadata to an invoice
Go to Client > Billing.
Select the invoice you wish to update.
Select an invoice, scroll down, and click Manage metadata under Quick Actions. This is useful for adding fiscal authority references, purchase order numbers, or custom notes.
Enter a Meta Key and Meta Value.
A meta key is a unique identifier or name used to store specific information.
A meta value is the actual data.
Click Save to add the information to the invoice.
Metadata is displayed on the invoice, visible to both admins and clients as needed.
