With every invoice that you create or send out, a description is added in the first service line. This can include details such as the customer order number, Truckbase order number, stop information, dates of stops, pickup or delivery numbers, etc.
Steps to Customize the Invoice Description
Access Settings
As an admin, navigate to Settings from the sidebar menu
Go to Invoice & Accounting Settings
Click on App Settings
Click on Invoice & Accounting Settings
Customize Invoice Description
Scroll down to find the Customize Your Invoice Description section
Select or unselect any of the available fields you want to include in your invoice description
Save Changes
The updated invoice description will be applied to any new invoices you create going forward