Set invoice "description" on the modify/create screen

Hello @Glenn,

It would be handy if the short invoice description could be overridden while creating and modify invoices, without having to go the the invoice list to alter it.

An option for it in the create/modify screen would be great, given that this piece of information is what appears on statements, PayPal, log payment screen, etc.

Cheers,
Leyton

It’s been on our planner for a while, I think we’re looking at 3-4 weeks. It will be an optional account level setting (off by default).

You can now set the invoice description inline when issuing a new invoice. This is an advanced feature (switched off by default), you can enable it by going into Company Settings (in the account settings menu), click the tab for ‘Advanced Features’ and check the box for Name invoices on creation.

Now when you return to log a new invoice there will be a name field above the notes and terms boxes.

When left blank it will just assume the first characters of the top line description (as per the default behaviour), you can however set this to whatever you like (within 35 characters).

Hope that helps!

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