Client groups and custom fields
Oct 15, 2026
Client groups
Open Settings > Client Groups. A group is a tier or label, such as "Reseller", "VIP" or "Non-profit".
| Option | What it does |
|---|---|
| Description and Color | Shown as a badge wherever the group appears |
| Group Discount (none, percentage or fixed amount) | Applied to every invoice for a client in this group, whether the invoice is manual or from checkout |
| No auto-suspend | Clients in the group are not suspended by the automation |
| No auto-terminate | Clients in the group are not terminated by the automation |
Put a client in a group on their profile. Groups can also be used in reports.
Client custom fields
Open Settings > Client Custom Fields to add questions to the client profile, the order form and the invoice, for example "VAT registration number" or "How did you hear about us".
For each field you set:
- the name and the field type: text, textarea, dropdown, tick box or password,
- whether it is required,
- where it shows: the profile, the order form, the invoice,
- whether it is admin only.
Values are saved against the client and can be edited on the profile.
Product custom fields
A product can ask its own questions at checkout (for example an application name or a licence domain). They are set on the product's Custom Fields tab and saved on the service. Some can be marked admin only. See Products and product groups.