How to add custom fields while bulk uploading documents?

Every business has a unique way of invoicing. This means that while Refrens offers a variety of fields as default options for your accounting documents, you may still want to add more fields.

The good part? You can do this by adding custom fields to your document headers, footers, and additional charges area.

Let's see how you add this while doing bulk upload.

1. Adding Custom Fields to the Invoice Header

Custom fields in the header section can provide additional, specific details about your invoice. For Example, let's say you want to show a field called Company ID in the invoice:

Here's how to add it:

To include a custom field in the header, you need to add a column in your CSV file in this format:

headers.FieldName

Example:

Suppose you want to include a custom field called "Company ID." In this case, add a column named headers.Company ID in the CSV:

2. Adding Custom Fields to the Invoice Footer

To include a custom field in the footer (as shown in the image above), you need to add a column in your CSV file in this format:

footers.FieldName

Example:

If you want to include a field called Membership Status. In this case, add a column called footers.Membership Status:

3. Adding Custom Fields to Show Additional Charges and Discounts

To specify additional charges or discounts  (as highlighted above), you can add custom fields under the Additional Charges section.

For this, add a column in your CSV file in this format:

additionalCharges.FieldName

Example:

For fields like "Shipping Charges" or "Packaging Charges," add corresponding column names such as additionalCharges.Shipping Charges, additionalCharges.Packaging Charges.

That’s it! adding custom fields while bulk uploading accounting documents is that simple.

If you have any further questions reach out to us at  care@refrens.com or contact us via chat support for quicker assistance!

Updated on: 16/10/2025