How to Add or Show Item Notes/Descriptions on Invoices

Feature Overview

Adding or displaying item descriptions in invoices enhances communication by providing additional details about the products or services offered. This feature helps businesses convey precise information, improving customer understanding and reducing disputes. In myBillBook, you can easily manage item notes/descriptions, making your invoices more professional and informative.

Steps to Add Notes/Description to an Item

Step 1: Enable the Feature in Invoice Settings

1. Go to Settings:

   • Navigate to the Settings option in the navigation bar.

2. Access Invoice Settings:

   • Select Invoice Settings from the menu.

3. Toggle the Option:

   • Look for the option Show Item Description in Invoice.

   • Toggle it ON to enable item descriptions on your invoices.

Step 2: Add Item Notes/Descriptions While Creating an Invoice

1. Add Items to Invoice:

   • Start creating an invoice and add the required items to it.

2. Edit Item Details:

   • For the item where you want to add a description, click on the EDIT button.

3. Enter the Description:

   • Go to the Other Details section in the item editor.

   • Enter the item description or note in the Item Description field.

   • Save the changes to reflect the description in the invoice.

Watch how to add item description

FAQs on adding item description