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Project tags to show on invoices

I am trying to show a project tag on an invoice - how do I do this please?

Hi @differentiasp

You can add the tag when you’re creating the invoice. You may find your answer in this guide: Projects in QuickFile

Hi Beth - thank you for the swift reposes - I have the Project tags all set up but when I create an invoice and tag it to the Project, the invoice name takes the first line item of the invoice. I want the invoice name to be the Project tag.

Hi @differentiasp

You can override the invoice name. But first you will need to enable a setting.

If you go to Account Settings >> Advanced Settings and then turn Name Invoices on Creation to on:


You will then see this box when creating the invoice where you can overtype the default first line item

brilliant Beth - thank you so much.

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