How to Add Custom Fields for Clients, Projects, Invoices & More in Britixo?

Custom fields in Britixo allow you to collect and store specific information tailored to your business needs. You can apply them across modules like Clients, Projects, Invoices, Tasks, and more.

Step-by-Step Instructions:

A. Create a Custom Field.

Log in to Britixo
Go to https://britixo.com/app/login and sign in as an admin.
Navigate to Custom Fields
In the sidebar, go to:
Setup → Custom Fields
Click “Add Custom Field”
You’ll see a button in the top-right corner. Click “+ New Custom Field”.
Choose the Related Module
In the first dropdown, choose where this field will appear:
- Clients
- Leads
- Projects
- Invoices
- Tasks
- Proposals
- Tickets, etc.
Configure the Field Details
- Field Name: The label you want users to see (e.g., “Referral Source”)
- Field Type: Choose from text, number, date, dropdown, checkbox, etc.
- Placeholder (optional): A greyed-out hint inside the field
- Default Value (optional)
Visibility Settings
Choose whether the field is:
- Required
- Shown in tables
- Visible on PDF exports
- Visible to clients
Click “Save”
Your custom field is now live and will show up wherever relevant.

B. Manage Existing Custom Fields.

Back in the Custom Fields List
You’ll see all the fields you've created.
Each entry shows the module, field type, visibility settings, and whether it’s active.
Edit or Delete Fields

Use the edit icon () to change the name, type, or settings
Use the trash icon () to remove a field (data entered may be lost).

Examples of Useful Custom Fields:

Module	Example Custom Field
Clients	Business Type, Company Size, VAT Category
Projects	Contract Number, Delivery Type
Tasks	Internal Reference, Deadline Notes
Invoices	PO Number, Authorised By
Leads	Source Channel, Industry Type