06-15-2022 12:42 PM
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!
Solved! Go to Solution.
06-16-2022 05:43 AM
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.
06-21-2022 05:15 AM
It's a config your CSM can turn on so it shows up by the invoice number, date, etc on each invoice.
06-21-2022 05:15 AM
It's a config your CSM can turn on so it shows up by the invoice number, date, etc on each invoice.
06-28-2022 09:35 AM
Hi Chicken Lady! My colleague Nick of BxB told our team all about you! Hope all is well!
06-17-2022 05:57 AM
Ok I will try that now! Thank you!
06-16-2022 05:43 AM
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.
06-20-2022 06:04 AM
Yes, that will work. Thank you, Amy Hart.
06-17-2022 07:19 AM
That worked! Thank you and happy Friday!
06-17-2022 07:26 AM
Glad I could help you with that! Happy Friday!
06-15-2022 02:01 PM
I would also love for this to be implemented.