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