How to Add Additional Information to Invoice?
In Upmind, we offer a feature that allows you to include any extra information or specific details on invoices. This is done using key: value pairs as metadata. It is particularly useful if you make a call to an external fiscal authority and have to add additional records to invoices.
To include extra details in your invoice, follow these steps:
- Go to Client > Billing
- Select the invoice where you want to add additional information
![](https://files.readme.io/ac8081c-Screenshot_2023-11-30_185000.png)
- Scroll down and select "Manage metadata."
![](https://files.readme.io/d855c55-Screenshot_2023-11-30_191318.png)
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Fill in the Meta Key and Meta Value then click Save
- A meta key is a unique identifier or name used to store specific information
- A meta value is the actual data
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This is how your invoice appears after managing the metadata
![](https://files.readme.io/b749a12-Screenshot_2023-11-30_192208.png)
Updated 8 months ago