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!
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.
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.
