Hi Team, Q1: I need to have “date” as a drop down box for individual line items in the sales invoice. We created a line called “date” but we invoice weekly and MUST have each date work was done individually labelled. Annoying I know, but is there any functionality for this. At this point line items…

[image] Rugerjim: We created a line called “date” Created where? This statement is not clear. [image] Rugerjim: we … MUST have each date work was done individually labelled. It sounds like you are billing for time. If so, read these Guides: Manager.io …

Hi Tut and thanks. Problem with billable time is that I have to invoice for specific categories which billable time does not have the functionality for. For example, the invoice MUST contain the category to which I’m invoicing. For instance “General Assistance.” I notice that even if the custom fie…

I think that he is talking about custom fields in line items. I support the requirement that they should have all the personalisations of the other custom fields.

[image] Rugerjim: The ultimate for me is if I could set the line items in the invoice to drop down menus so I could select the category I must invoice for easily, and simply change Qty to say Hours. if by selecting category you mean selecting something under the column Item, you may create th…

Awesome! So using non-inventory items looks like its going to be the way here, this is getting me very, very close to what I need. Is there any way to disable “Description” and “Account” on the invoice lines by the way? I do wonder also, I have several customers that have specific line items that t…

[image] Rugerjim: Because there is no function to set different rates or invoice lines based on customers is there? create separate items for each customer and set their rate. now when you select those items, the rate will automatically appear.

[image] Rugerjim: Is there any way to disable “Description” and “Account” on the invoice lines by the way? You cannot disable the Description column. Why would any customer pay an invoice for something you have not described? The Account field does not appear on the completed invoice. And yo…

Thanks for the replies Tut. Only reason I wanted to disable the description is its now in the “Item” I created for that value, and shows up as a desription, and hours are displayed, Perfect! :smiley: I think for now this will work for us. Thank you everyone for your help!

[image] Rugerjim: Only reason I wanted to disable the description is its now in the “Item” I created for that value I don’t understand what you mean by this. Which “descriptions” are you referring to? The summary-level Description for an entire transaction form? If so, just leave it blank and…

Drop down menu's for line Items and default headings

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Drop down menu's for line Items and default headings

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