Custom Fields on Sales Invoices and Credit Notes

In Classic EditionThe view of the application that you see when you first install the base managed package., expander panels on the sales invoice and sales credit note pages display any custom fields that your administratorOne or more individuals in your organization who can configure and customize the application. Users assigned the System Administrator profile have administrator privileges. has configured.

These are shown like this on both the document header and on the document lines:

Button	Description
	Displays an expander panelPanels that are initially hidden when the page is loaded. They allow you to enter, and subsequently view, additional attributes of the related field or line item, such as further analysis or a line description. that is hidden and closes any other panels that are open. Blue indicates existing content.
	Hides the selected panel.
	Indicates an error on the related expander panel. If hidden, click to show the item in error.

These custom fields can be either editable or read-only.

There are no lookup icons on these fields. You must know the exact name or value you need to enter and use its correct spelling and format.

Unless you are going to map your custom fields using sub-analysis mappingMapping of custom fields at header and line level for the purpose of profitability reporting., you will need to create an integration rule to expose your custom fields on the sales invoice or sales credit note object. See What is an Integration Rule? and Making Custom Fields Available to FinancialForce XL for more information.