Invoice Product Descriptions, Auto Filling & Name Editing

Invoice Product Descriptions, Auto Filling & Name Editing

Software Updates

May 22, 2024 ● 2 min read

Invoice Product Descriptions, Auto Filling & Name Editing

A business uses this feature to quickly generate invoices with complete product descriptions and efficiently auto filled payment details, ensuring accuracy and speeding up the invoicing process.

Invoice Product Descriptions, Auto Filling & Name Editing: This feature improves the invoicing process by introducing improved product description import, better autofill capabilities, and a more prominent invoice name field.

⭐️ Why Does It Matter To Your Business?

  • Comprehensive Descriptions: Automatically imports detailed product descriptions into invoices, saving time and ensuring accuracy.
  • Efficient Autofill: Enhances autofill for card and contact information using browser extensions, streamlining the payment process.
  • Clear Identification: Makes the invoice name field more prominent, reducing the likelihood of invoices being saved with default names.

⭐️ How To Use Invoice Product Descriptions, Auto Filling & Name Editing:

  1. Access the “Payment” tab from the left navigation menu, then click on “Invoices” from the upper navigation. Click on the Settings icon.

  2. In “Product Settings,”  toggle on Import Product Description and click on the Save button.

  3. Go back to invoices and create a new one or edit an existing one.

  4. In Invoices, click on “+ Add an item.”

  5. You will now be able to add product descriptions to their invoices and edit them before it go on to the invoice.

  6. Improved Auto filling
    We’ve enhanced auto filling of card and contact information on Payment Links and Invoices. Any auto filling extensions and browsers can automatically fill in business and card information if configured. This functionality even extends to LastPass users.

  7. Making the Invoice Name More Prominent
    Once you complete the invoice, click on the “Send” button.

  8. If you want to update the name, you can do it directly from this popup, ensuring they’re always aware of the invoice name being sent.

This feature significantly enhances the efficiency and accuracy of the invoicing process within the CRM, making it easier for businesses to manage and send invoices.

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