1. From the main QBOI screen, select the Tools -> Invoice descriptive text template menu option
2. You can use either:
A. Set to default brief format
B. Set to default detailed format
C. Or edit the format manually
A. Set to default brief format
To display just the text "Charges for the workorder:" and the workorder number associated with the QB Online invoice, than just select the menu option Set to default brief format.
This is useful so that either:
a. the client can reference the included Detailed Completed Service Workorder report you have printed out/emailed/included with their QB Online invoice - especially if you have a lot of detail in the service workorder which the QuickBooks Online invoice may span many many pages to display.
b. or so that your client can reference their specific workorder details via their Customer Login via your optional add-on RI and/or your optional add-on WBI
B. Set to default detailed format
Or if you do want the QB Online invoice to display text about everything billable from the service workorder, than select the menu option Set to default detailed format.
Do note QB Online invoices are very limited in the amount of text that can display, so your invoice may span multiple pages.
Once set, a suggestion would be to invoice one workorder first, before invoicing numerous workorders, so you can confirm is showing what data you want and need from the AyaNova workorder(s) on the QB Online invoice.
C. Editing manually what service workorder data to display:
You can edit specifically what text you want to display and what data from the AyaNova service workorder by placing your cursor with the text area, entering any text, and than select the menu option Insert xxxxx field (where xxxxx will be the section of the AyaNova service workorder it corresponds to)
Data field tokens ONLY display for their specific sections - for example, do not manually enter ~WO#~ in the Unit: text area field and expect the workorder number to display. That is why the menu option at the top is for selection for that specific text area.
Do note QB Online invoices are very limited in the amount of text that can display, so your invoice may span multiple pages if you include numerous data field tokens.
An example of manually editing:
All you want is if a specific unit in a workorder item was selected for service, you want the following to display on the QuickBooks Online invoice:
Serial Number of serviced equipment: serial number
Click in the Unit: text area and you will note that the menu changes to Insert unit field:
Type in the text (and/or replace the existing text and data fields) you want to display such as Serial Number of serviced equipment:
Than select the menu option Insert unit field: to drop down the list of selectable data fields from the Unit section of the service workorder and select
Note how the ~AYAFORMAT~ is inserted into that text area.
