Create Invoice

cmzortman
New Contributor II

We use the create invoice tab on the customer level.  Is there a way to make the invoice more detailed and not so generic?

1 ACCEPTED SOLUTION

Roman
Contributor II

Hello @cmzortman,

You can navigate to Settings -> Operations -> Business Units -> Edit a business unit and you can add more information such as Invoice Header and Invoice Message. There are more customizable fields.

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2 REPLIES 2

Roman
Contributor II

Hello @cmzortman,

You can navigate to Settings -> Operations -> Business Units -> Edit a business unit and you can add more information such as Invoice Header and Invoice Message. There are more customizable fields.

AlexPhylactou
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

What kind of details are you looking to include?