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Can I change Item ID description fields in a Project or Quote or Invoice?

I'm adding items to a project but I want to change the description that appears on the customer quote. How can I do this?


Best Answer

There are multiple options:


  • For a quick change that'll affect only the Work Order, Quote or Invoice - in the Project > Description tab select the report that you want to change the description. The Project status must be either Working /  Quoted / Hold . Once the Project is moved into Production then these fields are locked.
  • As a company policy if you have certain information you want as part of your description for Work Orders, Quotes or Invoices got to Preferences> Forms and select the form you want to modify. The instructions are on each window.
  • If a particular customer requests their  Invoices contain information that is not the same as your company policy settings the you can set the defaults for that specific customer in the Customer module>Invoice Description Line Item Format which will over-ride the defaults in Preferences
Note: A feature request was implemented for the customer specific invoice description only. If you're interested in other customer specific reports please create a new feature request.
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Answer

There are multiple options:


  • For a quick change that'll affect only the Work Order, Quote or Invoice - in the Project > Description tab select the report that you want to change the description. The Project status must be either Working /  Quoted / Hold . Once the Project is moved into Production then these fields are locked.
  • As a company policy if you have certain information you want as part of your description for Work Orders, Quotes or Invoices got to Preferences> Forms and select the form you want to modify. The instructions are on each window.
  • If a particular customer requests their  Invoices contain information that is not the same as your company policy settings the you can set the defaults for that specific customer in the Customer module>Invoice Description Line Item Format which will over-ride the defaults in Preferences
Note: A feature request was implemented for the customer specific invoice description only. If you're interested in other customer specific reports please create a new feature request.
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