How can I add a transaction number of my bank when I set an invoice as paid?


To do this, you need to create a custom field under Settings > Custom fields on invoice level. As type you choose “number” and you give it a name, e.g. “Transaction number”.



Once you have created the custom field, go to Settings > Document layout and click on “Invoices”. You then get to see “Shortcode list” on the righthand side. Click on it and search for the shortcode of the custom field you just created since we need the number of it. As soon as you know this number, get in touch with us via support@teamleader.eu so that we can activate the preference “invoice_paid_add_customfield” for your account.


In the example below, the number we would need is 34505.



Once this is activated, you can add a transaction number when you set your invoice on paid.


This article was helpful for 11 people. Is this article helpful for you?