'Invoice Description' Field for Enhanced Details in the Inquiry and AR Statements

The 'Invoice Description' field is designed to provide clarity and efficiency in the Inquiry screen and with client communication when sending A/R Statements. This field is integrated into the Inquiry, Quick Bill, Detail Bill, and Progress Bill screens, streamlining your invoicing experience. 

• Inquiry Screen: Staff members with permission to 'Rebill' can leverage the 'Add Description' option in the Description column, accessible from both the A/R Tab and Invoices Tab on the Inquiry screen.
  
  
• Billing: When creating invoices, look out for the 'Description' field during the invoice creation process to add a brief description to your invoice.
  • Quick Bill
  • Detail Bill
  • Progress Bill
    
    

Benefits of the 'Invoice Description' Field:

The description is visible not only on the 'Inquiry' but it is also displayed on 'A/R Statements'. Clients could now have a brief description to identify the invoice.

Add descriptions during the billing process or later in the Clients Inquiry A/R or Invoices Tab, providing flexibility and improving the functionality for your staff and clients.

If you have any questions or need assistance, our support team is here to help.

axis_support@tpssoftware.com    

Toll-free: 1- 888-877-2231

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