Every business tracks information that standard accounting forms never account for. BizBooks Pro Custom Fields let you add exactly the data points you need — on invoices, customers, vendors, bills, estimates, and transactions — without workarounds or spreadsheets on the side.
Try It FreeOff-the-shelf accounting software assumes every business has the same data needs. A landscaping company tracking job sites, a law firm recording matter numbers, a wholesaler capturing purchase order references — these are not edge cases. They are the everyday realities of running a business, and standard invoice and customer forms simply have no room for them.
BizBooks Pro fixes this with Custom Fields. You decide what additional information belongs on your records, choose the type of input that makes sense for that data, and configure whether the field is optional or required. Those fields then show up directly inside the create and edit forms across six record types — no extra steps, no tab-switching, and no losing data in a notes field that nobody reads consistently.
Head to Settings and open Custom Fields. Name the field, select a field type from eight options, choose which record type it applies to, and decide if it is required or optional.
Once saved, your new field shows up inside the relevant create and edit forms — invoices, customers, vendors, bills, estimates, or transactions — without any additional configuration.
Custom fields sit alongside the standard fields your team already uses. Fill them in as part of the normal data entry flow — no context switching or separate screens required.
Your custom field values are stored with each record and visible in detail views. The data stays attached to the record it belongs to — organized, searchable, and reliably there when you need it.
Different information requires different input formats. BizBooks Pro provides eight distinct field types so you can match the control to the data you are capturing — not the other way around.
Single-line free text for short entries like reference numbers or names
Numeric values only — quantities, codes, or measurement data
Calendar date picker for due dates, start dates, or deadlines
Your own list of selectable options — consistent and typo-free
A simple yes/no toggle for binary flags and status indicators
Web addresses stored as clickable links — project portals, shared drives
Validated email addresses for contacts, approvers, or secondary recipients
Multi-line text blocks for detailed notes, instructions, or descriptions
Custom fields can be attached to any of six core record types, giving you coverage across the full span of your accounting activity in BizBooks Pro.
When a field is marked required, BizBooks Pro blocks form submission until it has been completed. Required fields prevent gaps in your data before a record is ever saved.
Dropdown fields are built around a list of options you define yourself. When users fill in the field, they pick from your list rather than typing free text — keeping values consistent across every record.
Custom fields are managed independently for each company in BizBooks Pro. Each business you run can have its own completely different set of fields — tailored to that company's industry, workflow, and reporting needs.
A general contractor uses a custom Job Site dropdown on invoices so every billing entry is linked to the specific project it belongs to. An e-commerce seller attaches a Marketplace Source text field to every customer record so sales channel data lives inside BizBooks Pro instead of a separate spreadsheet. A staffing agency adds a Contract Type dropdown to vendor records so their accounting team can filter by engagement category at a glance.
These are the kinds of data points that live in spreadsheets and sticky notes when software doesn't support them. Custom Fields bring that information directly into your accounting records where it can be filtered, referenced, and reliably maintained over time.
If you manage multiple companies inside BizBooks Pro, your custom fields stay fully isolated between them. The invoice fields you build for your retail business have no effect on the invoices in your consulting practice. Every company configures its own field set through its own Settings menu. There is no global template to manage and no risk of the wrong fields showing up in the wrong company.
Open the Settings menu for your company and navigate to Custom Fields. Click Add Custom Field, enter a label for the field, choose the field type from the eight available options, select the record type it should appear on (invoice, customer, vendor, bill, estimate, or transaction), and set whether the field is required or optional. Save the field and it will immediately appear on the relevant create and edit forms within that company.
Yes. Each custom field is scoped to a single record type when you create it. A field set to "Invoice" will only appear on invoice forms. If you need a similar field on estimates, you would create a separate field scoped to that record type. This keeps forms clean and prevents unrelated fields from cluttering records where they do not belong.
Removing a custom field stops it from appearing on new records and removes it from edit forms going forward. Any data that was previously entered in that field on older records remains stored and accessible in those records' detail views, but the field will no longer be editable. We recommend reviewing which records hold data in a field before removing it, so you can export or note the values you want to preserve.
Yes. You can edit a dropdown field's option list at any time from the Custom Fields settings page. Adding new options is always safe — existing records that already have a value selected are not affected. If you remove an option, records that were saved with that value will retain what was originally selected, but the removed option will no longer appear as a choice for new entries.
Custom Fields are included on plans that support advanced data management capabilities. To verify which plan tier unlocks Custom Fields, visit the pricing page for a side-by-side feature comparison, or download BizBooks Pro and explore all features free during the 30-day trial period — no credit card required.
Download BizBooks Pro free for 30 days and start adding custom fields that capture the data your accounting records have always been missing.