Technician Names On Invoices

[jroberds]

Has anyone else asked this question?  How do we get our technician names on the invoices without having to manually type them into the job summary?  Has anyone come up with a workaround?  I attempted to create a custom field on an invoice, but the "invoice" that is listed under the custom fields section pertains to an AP invoice rather than the customer-facing invoice.  Any help is appreciated! 

[AmyHart · Accepted solution]

You can add the technician names into the authorization paragraph of your invoice.  Add the placeholder {TechnicianName} to the wording and it will insert their name.  This is accessed in the details section of Business Units.

[TheChickenLady · Accepted solution]

It's a config your CSM can turn on so it shows up by the invoice number, date, etc on each invoice.

[MikeZepp]

Hi Chicken Lady! My colleague Nick of BxB told our team all about you!  Hope all is well!  

[jroberds]

Ok I will try that now!  Thank you! 

[AmyHart · Accepted solution]

You can add the technician names into the authorization paragraph of your invoice.  Add the placeholder {TechnicianName} to the wording and it will insert their name.  This is accessed in the details section of Business Units.

[joywilke]

Yes, that will work.  Thank you, Amy Hart.  

[jroberds]

That worked!  Thank you and happy Friday!

[AmyHart]

Glad I could help you with that!  Happy Friday!

[joywilke]

I would also love for this to be implemented.