How to Edit the Line Item in Invoices (Addresses, Property names, etc)

This shows how to edit the line item description on an invoice before sending it, including adding details like the service address, notes, or custom wording.

1) Open the invoice

• Go to the job or customer with Invoicing Status

• Click Generate Invoice

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2) Edit the line item

• Click directly into the line item description

• Change the wording to whatever you want (ex: service date, address, notes)

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3) Add additional details if needed

• Paste the address or details into:

  • The line item description

  • The description field

  • Or the invoice notes (you can use more than one)

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4) Finalize and send

• Click Finalize

• Click Continue and send the invoice to the customer

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5) Review customer view

• Open the invoice link

• Confirm the line item displays the updated description (ex: address shown)

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Notes / Things to Check

• Line item text must be edited before finalizing

• Customers will see exactly what’s written in the line item

• Address can be placed in:

  • Line item

  • Description

  • Notes

• Always preview the invoice if details are important to the customer