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Custom Fields — additional customer data

What is a custom field?​

Custom fields allow you to store additional information specific to your business on each customer — data that Paymely doesn't natively provide fields for.

Usage examples:

  • Contract or internal invoice number
  • Service type (e.g., "Plumbing", "Consulting")
  • Assigned sales representative
  • Court file number
  • Any information you want to include in your messages

Add Custom Fields​

From the customer profile​

  1. Open the customer profile
  2. Scroll to the Custom Fields section
  3. Click Add field
  4. Enter:
    • Key: field identifier (e.g., contract_number)
    • Value: content (e.g., CONTR-2024-0892)
  5. Click Save

From the customer creation form​

When creating a customer, the Custom Fields section allows you to add as many key-value pairs as needed.

Edit and Delete Fields​

  • Edit: Click the value in the Custom Fields section → inline edit → Save
  • Delete: Trash icon next to the field

Fields are specific to each customer. There is no global field definition — each customer can have different fields.

Use Fields in Templates​

Custom fields automatically appear in the Insert placeholder dropdown in the editor, listed with a custom_ prefix.

Example: If you have a field invoice_number with value INV-2024-0892, it appears as Custom: Invoice Number in the toolbar. When inserted and sent, it renders as:

Your invoice INV-2024-0892 is overdue...

Tip: Use lowercase keys without spaces or special characters (e.g., file_number, not File Number).

Advanced Use Cases​

Reference number for reconciliation​

Store the internal reference number in a ref_internal field. Include it in your reminder emails so the customer can cite it when paying.

Off-platform contact history​

Note in a last_phone_contact field the date of the last phone call for manual follow-up tracking.

Custom segmentation​

Add a segment field (e.g., "high_priority", "disputed") to visually sort your customers in notes.

Limitations​

  • No format validation on values (everything is free text)
  • No filtering/searching customers by custom field in the current interface
  • No global mandatory fields (each customer is independent)