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:

  1. Go to Client > Billing
  2. Select the invoice where you want to add additional information
  1. Scroll down and select "Manage metadata."
  1. Fill in the Meta Key and Meta Value then click Save

    1. A meta key is a unique identifier or name used to store specific information
    2. A meta value is the actual data
  2. This is how your invoice appears after managing the metadata