In the intricate landscape of invoicing, attention to detail is essential. With customizable invoices, you can tailor your invoices to your specific needs.
Enhanced Line Item Details
You have the flexibility to include additional fields that provide clients with a comprehensive view of each line item. These fields include:
Order Information: Including order name, facility address, manager details, and the email address of the order creator.
Custom Order Fields: Add custom questions or fields related to the order onto the invoice.
Shift Information: Highlighting shift-specific details like shift ID, clock in/out datetimes, and any custom fields associated with the timesheet.
How to Customize Invoices
Enabling invoice customization is a breeze. Simply navigate to the Configuration section, then head to Client Experience. From there, scroll down to find "Invoice View Customization." Here, you can input the specific data you want to display for each line item. Whether it's adding custom order questions, including additional notes, or tweaking the layout, you have full control. Once you've tailored the invoice to your liking, just save your changes, and you're all set.
NB: If notes are added, it will be visible on all invoices.