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Information icon Business Finance Assistant IMPORTANT: Invoicing updates are coming on Thursday, 28 November
You’ll be able to update your preferred payment methods in the new Payments Methods section under Company Settings. This section will be ready for you on 28 November.


How can I add a description to my invoice

  • Updated

 

  • When you create a 'New Invoice', follow the steps below to include a description of the work done:
  • Click add a new 'Product or Services'
  • Select the relevant 'Product or Service' from your list of existing 'products and services'
  • Enter your description of the product or service in the 'Description' field. You can include as many lines as you need to by dragging down the bottom right-hand corner of the 'description' field
  • Click 'done' to save your invoice

 

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  • On the 'Preview Invoice' page, you can slide 'Unit Price' or 'Qty' on or off as relevant and customise your invoice template further
  • Click 'Save' to email, print or download your invoice

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