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Sometimes it takes a pair of fresh eyes to point out glaring mistakes.

Such was the occasion last week when I got a puzzling email from a new customer. They were wondering why it was impossible to translate their estimates with detailed task descriptions to an invoice properly.

I was just as puzzled at the customer – until I took a critical look at the estimate to invoice workflow. The workflow graphic I came up with is to the right. You can see that estimate tasks had a title and description field, while invoice line items only had one for description.

Correcting the problem

As of this evening the problem has been corrected. Invoice line items now have title and description fields, just like estimate and project tasks.

Hopefully you’ll find the new solution as clear as we do.

Modify your existing Invoice Template

We’ve automatically transitioned all uncustomized invoice templates to use the new title field.

However, if you’ve customized your invoice template you’ll need to insert some code in order to be able to make use of the new description field.

Below is a snippet that works.

{% if item.description != empty %}
  <br/>
  <span class="info">
  {{ item.description | format_text }}
  </span>
{% endif %}

If you have any questions feel free to email support or discuss in our forums.