Custom fields allow you to add new data fields to your Invoices and Customes levels beyond Kolleno's standard fields. These are not imports of existing data they are new, blank fields that you create and populate directly in Kolleno to track information specific to your business (e.g., internal reference numbers, project codes, or custom dates).
Once configured by your Customer Success team, these fields appear as editable columns on your invoice list, giving you full control over what you track.
How to View and Edit Custom Fields
Making Custom Fields Visible
Once the fields are confirmed to be added please follow this guide:
Navigate to the expected page (e.g. Customer Page, Invoice Page)
Click Filters & Columns in the top menu bar
Scroll through the available column options
Enable the custom field(s) you want to see by clicking the eye icon next to the field name
Click Apply to save your column selection
Editing Custom Field Values
Locate the custom field column in your invoice list
Click directly on the cell you want to edit
Enter or select the appropriate value (depending on field type: text, number, date, etc.)
Click Save to confirm your changes
Field Types
Custom fields can be configured in different formats depending on your needs:
Text fields — for reference numbers, notes, or labels
Date fields — for tracking custom deadlines or milestones
Number fields — for amounts, quantities, or scores
Yes/No fields — for flags or status indicators