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Sales & invoicing · 4 steps

Customise sales fields, columns and numbering

Capture extra details on customers, invoices and quotes, choose which columns your sales lists show, and set how invoices, quotes and notes are numbered.

Before you start: You need edit access to the records you're customising.

1Open Sales Settings

Open Sales & Invoicing → Settings. The Custom Fields tab lists the extra fields for customers, invoices, quotes, credit notes and recurring invoices.

Scalar360 screen: Open Sales Settings
Numbered outlines show what to click, in order.

2Add a custom field

Choose Add field in the section you want, enter a Field name and pick its Type. The new field appears on that form, for example on every invoice.

Scalar360 screen: Add a custom field
Numbered outlines show what to click, in order.

3Choose the columns in your lists

Open Table Views, pick a Table and show, hide or drag columns into the order you want. Changes save automatically, and Layout shows whether you're editing My view.

Scalar360 screen: Choose the columns in your lists
Numbered outlines show what to click, in order.

4Set your document numbering

Open Numbering. Each card shows the next number for invoices, quotes, sales orders, credit notes and debit notes. Choose one to change its prefix, whether to include the financial year (2627 for 2026–27), the number of digits and the next number — the preview shows exactly what the next document will be called.

Scalar360 screen: Set your document numbering
Numbered outlines show what to click, in order.
Add a customerSave a customer's GSTIN, state and contact details once, so every quote and invoice for them fills in automatically.Create a GST invoiceBill a customer with the right CGST/SGST or IGST split, then issue the invoice so it can be shared and paid.

Still stuck? Contact our support team — or start a free trial to try this in your own company.