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Latest product updates Additional features for invoicing
Small features can make a big impact when editing invoice templates. Check out our latest release for invoicing updates!
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Customize Description
We have now introduced the ability to insert customized text for percentage or hourly billing, using variables to include details such as project stage name, team member name, hours, billing types, and more in the item description.
Head over to Invoice Settings - Edit Template. You will find the description template field at the bottom.
You can add the following variables along with customized text to build up your own description:
[ProjectStage] Project Stage name
[Member] Member Name
[MemberHours] Member Name + billable hours
[Period] Selected date
[WriteOff] Write off hours
[BillingType] Stage billing type
[Percentage] Percentage of total stage fee
Here’s an example of what you can do:
When inserting percentage or hourly billing into the descriptions, the system will replace the variables text with the corresponding data from the selection.
At the top of the invoice template editor, you will find the additional fields for Invoice Title, Claim Period, and Invoice Label. You can also customize the title text for Claim Period and GST number by clicking on the small pen tool.
These fields will be reflects on your invoice as shown from the example below.
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