For additional information on creating Reference fields
Configuring Reference Fields by Service Type
Company-level Reference fields can be created via the Admin > Company menu > Configuration tab.
Customer-level Reference fields can be created via the Admin > Customers menu > General tab
Set a Reference field to Masked or Hidden
Click the pencil icon on any existing reference field to open the pop-up window Edit Reference Field Configuration
The masked option hides part of the reference field from displaying on the invoice. If the value was Julie Smith, the masked field would display ****** Smith.
The Hidden field is used if you do not want a particular reference field to display on an invoice, but you want all other reference fields to display associated with that customer.
This is the default invoice code snippet that displays all reference fields UNLESS they are hidden or masked:
<%for(ref in refs) { %><%if(!ref.config?.hidden) { %><%if(ref?.config?.masked) { %><b>${ref.name}:</b> ${booking.mask(ref.ref)}<% }else{ %><b>${ref.name}:</b> ${ref.ref}<% } %><br /><% } %><% } %>