Display purchase order custom fields in the PO PDF

Use the template editor to show purchase order custom fields on generated PO PDFs. Custom fields are shown only when the purchase order has a value for that field.

Add custom fields to the Details section

Use the Details section for short PO custom fields, such as approval status, deposit amount, or shipping account.

From your app, go to Settings > Template editor.

Open the Purchase order template.

Find Details section and click on it > select custom field > Add field

Multi-line text custom fields are not available in the Details section. Add them below the comment instead. In step 3, instead of clicking on Details, click on the “Comment” section.

Rename, reorder, or remove a custom field

After adding a custom field to the template, you can adjust how it appears.

Click the edit icon to change the field title shown on the template.
Drag the field to change its order within the section.
Click the delete icon to remove the field from the template.

Changing the title in the template does not rename the custom field definition. It only changes the label shown on this template.