Invoice Product Descriptions, Auto Filling & Name Editing

Invoice Product Descriptions, Auto Filling & Name Editing

June 19, 20242 min read

A business uses this feature to quickly generate invoices with complete product descriptions and efficiently auto-fill payment details, ensuring accuracy and speeding up the invoicing process.

Invoice Product Descriptions, Auto Filling, & Name Editing: This feature improves the invoicing process by introducing improved product description import, better autofill capabilities, and a more prominent invoice name field.

⭐️ Why Does It Matter To Your Business?

  • Comprehensive Descriptions: Automatically imports detailed product descriptions into invoices, saving time and ensuring accuracy.

  • Efficient Autofill: Enhances autofill for card and contact information using browser extensions, streamlining the payment process.

  • Clear Identification: Makes the invoice name field more prominent, reducing the likelihood of invoices being saved with default names.

⭐️ How To Use Invoice Product Descriptions, Auto Filling, & Name Editing:

  1. Access the “Payment” tab from the left navigation menu, then click on “Invoices” from the upper navigation. Click on the Settings icon.

  1. In “Product Settings," toggle on Import Product Description and click on the Save button.

  1. Go back to invoices and create a new or edit an existing one.

A screenshot of a websiteDescription automatically generated
  1. In Invoices, click on “ + Add an item.”

A screenshot of a computer screenDescription automatically generated
  1. You will now be able to add product descriptions to their invoices and edit them before they go on to the invoice.

A screenshot of a computerDescription automatically generated
  1. Improved Auto-filling:

We’ve enhanced the auto-filling of card and contact information on payment links and invoices. Any auto-filling extensions and browsers can automatically fill in business and card information if configured. This functionality even extends to LastPass users.

A screenshot of a computerDescription automatically generated
  1. Making the Invoice Name More Prominent:

Once you complete the invoice, click on the “Send” button.

A screenshot of a computerDescription automatically generated
  1. If you want to update the name, you can do it directly from this popup, ensuring they’re always aware of the invoice name being sent.

A screenshot of a computerDescription automatically generated

This feature significantly enhances the efficiency and accuracy of the invoicing process within the CRM, making it easier for businesses to manage and send invoices.

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Pinnacle Ai

Pinnacle AI, founded by Charles Higgins, specializes in customer relationship management (CRM) solutions. It aims to provide intuitive and powerful CRM software for businesses of all sizes, focusing on simplification and efficiency. Leveraging AI and machine learning, Pinnacle AI's platform offers automation, data analytics, and customer insights to enhance business-customer relationships. The company's core values include honesty, integrity, teamwork, and personal growth, fostering a culture of collaboration and ethical practices. Pinnacle AI stands out for its user-friendly approach and commitment to innovation in the CRM sector.

Back to Blog

© Copyright Pinnacle Ai 2024

Website Disclaimer: The information provided by Pinnacle Ai ("we," "us," or "our") on https://getpinnacle.ai (the "Site"), any of its sub-domains, and our mobile application is for general informational purposes only. All information on the Site, its sub-domains, and our mobile application is provided in good faith. However, we make no representation or warranty of any kind, express or implied, regarding the accuracy, adequacy, validity, reliability, availability, or completeness of any information on the Site, its sub-domains, or our mobile application. UNDER NO CIRCUMSTANCES SHALL WE HAVE ANY LIABILITY TO YOU FOR ANY LOSS OR DAMAGE OF ANY KIND INCURRED AS A RESULT OF THE USE OF THE SITE, ANY OF ITS SUB-DOMAINS, OR OUR MOBILE APPLICATION, OR RELIANCE ON ANY INFORMATION PROVIDED ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION. YOUR USE OF THE SITE, ANY OF ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION, AND YOUR RELIANCE ON ANY INFORMATION ON THE SITE, ITS SUB-DOMAINS, AND OUR MOBILE APPLICATION IS SOLELY AT YOUR OWN RISK.