Has anyone figured out a way for service dates to populate on an Invoice? Our clients are currently getting an Invoice with one line item with the monthly price, but they are sometimes wondering what was done that month. I know that they can go into the Portal and see it, just wondering if there’s a way to show it on an Invoice.
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Yes there is.
Add this to your invoice layout;
>InvoiceOpportunityServiceWorkTicketLastClockOutTime!M/d/yy h:mm tt] - InvoiceOpportunityServiceDescription]
It will generate to look like this;
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