Your data, your fields.

  • Text, number, date, dropdown
  • Per-record-type fields
  • Visible on PDFs and exports
The Custom fields screen in Nefin
Roles & permissionsVAT & tax rates

What you get

Add custom fields to clients, vendors, and more — no developers required.

Right type for the job

Text, number, date, currency, dropdown — pick the right one and Nefin validates inputs.

Visible where it matters

Show fields on invoices, PDFs, and CSV exports — not just on the record screen.

Searchable

Filter and search by custom-field values in lists; no SQL required.

Frequently asked

Can custom fields appear on invoice PDFs?

Yes. Toggle a field as visible on the document and it renders on the PDF.

Can I make a field required?

Yes. Required fields block save until they're filled.

Can I delete a custom field later?

Yes. Deletes remove the field from new records; historical values are preserved on the audit log.

Works with

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