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

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: [image] You will then see this box when creating the invoice where you can overtype the default fir…

brilliant Beth - thank you so much.

HOME / COMMUNITY

Switch to knowledge base

QuickFile

Project tags to show on invoices

Support

QFBeth 9 June 2021 10:27 2

Hi @differentiasp

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