Implement Custom Fields
Last updated on Aug 27, 2026
Custom fields hold the data Advanced Billing doesn't capture on its own, attached to either a Customer or a Subscription. Use this guide to create them, name them so they work for the audience that reads them, and choose which surfaces show their data.
At a glance
- Feature
- Custom Fields
- You Need
- An understanding of your business' custom fields requirements.
- Code
- No
- Difficulty
- ◉◎◎◎◎
1. Create a custom field
Go to Config > Custom Fields, then click Create Custom Field and complete the form.
- Set the Name. This name can be internal or customer-facing, depending on the field's display options. If you interact with the field programmatically, choose a name that resembles a data point, such as
my_custom_field. If a person reads it, choose a name such asMy Custom Field. - Select Attached To. Choose whether the field attaches to the Subscription, which is the most common, or the Customer.
- Select the field type. Choose Text, Dropdown, or Radio Button. This controls how the field presents itself in the Advanced Billing admin UI, on Public Signup Pages, and in the Billing Portal.
- Set the field options. Only for Dropdown and Radio Button fields. Add the options a user can choose from. Text fields have no options to set.
- Set the display options. These control where the field's data appears, and are covered in the next section.
For the full reference on every field on this form, see the Configure Custom Fields help article.
2. Choose where the field data appears
A custom field holds its value whether or not anything displays it, so these options decide who actually sees it.
Custom field display options
| Option | What it does |
|---|---|
| Display Field Data on CSV Export | Shows the values of a Subscription-attached custom field on the Subscriptions Export. |
| Display Field Data on Invoices | Shows the custom field in the bottom left corner of invoices. |
| Display Field Data on Customer Portal | Lets your customers read, add, and update this custom field value in the Billing Portal. |
| Display Field Data on Statements | Shows the custom field on statements. This option only appears on Sites using Relationship Invoicing, not on Sites using invoice-centric billing. |
3. Test the fields
Once you create your custom fields, test them from the perspective of both your staff and your end customers, wherever each applies. Create a subscription with custom fields, then update a subscription with custom fields, and confirm the values appear where you expect.
Show a custom field on a Public Signup Page
Displaying a custom field on a signup page is set per page, not on the field itself.
Go to Catalog > Public Signup Pages, find the product you want, click the Actions dropdown, then click Edit. Scroll to the bottom of the page and check the custom fields you want the page to display.
Related information
To switch on the invoice display option's supporting settings, see the Configure Invoices help article.
Still need help?
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