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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Populate Labour line description</strong></p><p><strong>- Populate Items Issued line description</strong></p><p><strong>- Populate Items on recurring invoice line description</strong></p><p><strong>- Populate Invoice consignment line description</strong></p><p><strong>- Populate Sales order and Pro-rata line descriptions</strong></p><p><br></p><p><strong><br></strong></p><p><strong>Configuration Setting Guide:</strong></p><ul><li><a href="https://usehalo.com/halopsa/guides/1349/" rel="noopener noreferrer" target="_blank"><strong>Billing General Settings</strong></a></li></ul><p><br></p><p>Invoices can be created from a variety of places. As such, there are a series of places you set what gets returned onto the subsequent invoice lines when they the invoice is created. Some of the different types of invoice lines we'll discuss in this guide include:</p><p><br></p><ul><li>Invoicing for labour.</li><li>Invoicing for items issued on Tickets.</li><li>Recurring Invoices.</li></ul><p><br></p><p><strong><span style="font-size: 14pt;">Invoicing for Labour</span></strong></p><p>At it's heart, labour invoices are tied to charge rate functionality. An integral component of charge rates is their invoice line description and invoice line long description:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjFiNmNmNmZjLWQ2NDYtNGM1Yi04MGM2LTFmOWM4YmEzYzg3ZSJ9.d5M4fi4KNdiJ8J3pmhdXE8gAbgD_AT3Jvcqh9ickpCs" class="fr-fic fr-fil fr-dib" width="1283" height="1078"></p><p><strong><span style="font-size: 10pt;">Fig 1. Configuration > Billing > Charge Rates</span></strong></p><p><br></p><p>Whatever details are entered in here will be returned onto the subsequent invoice, with $_variables being replaced with Ticket-specific information. The long description is a field that can be edited within each line on an invoice, it allows for larger text inputs. It can also be a field returned on PDF's. $_Variables are accepted.</p><p><br></p><p data-pasted="true"><span style="font-size: 11pt;">To see which $_variablescan be used in the fields here, checkout our <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://usehalo.com/halopsa/guides/1350" data-pasted="true" style="font-size: 11pt;">Charge Types</a> configuration settings guide. </span></p><p><br></p><p><strong><span style="font-size: 14pt;">Invoicing for Items Issued on Tickets</span></strong></p><p>Another way invoices can be generated from Tickets is via issuing items on tickets. The invoice description returned on invoices generated from items being issued on tickets can be set via Configuration > Billing > Invoice Creation: </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjdhNzcxNWY1LWYyYzUtNDNhZC04MmE5LTQyZDllMTkzNDJmYSJ9.ORB-9612VPATpZ5IKeQi_ReKbveRCSaBd2-EdJ5MKVQ" class="fr-fic fr-fil fr-dib" width="1360" height="804"></p><p><strong><span style="font-size: 10pt;">Fig 2. Setting the Invoice Description for Items Issued.</span></strong></p><p><br></p><p><span style="font-size: 11pt;">To see which $_variablescan be used in each of the fields on this page, checkout our <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2599" data-pasted="true" style="font-size: 11pt;">Invoice Creation</a> configuration settings guide. </span></p><p><br></p><p><strong><span style="font-size: 14pt;">Recurring Invoices</span></strong></p><p>As recurring invoices are templates for invoice creation, we can use variables in our recurring invoice lines (similar to how we can use $_variabales in email templates).</p><p>Both the Short & Long description fields can be defined. Both are set via Configuration > Billing > Invoice Creation, as shown in figure 3. </p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImZiYThlMjQ2LWVmZDUtNDA2NS04MDI5LTNjOTcxZjliMTUwOCJ9.ywv3T38tAQlbZcQI_xF8aCrfdf4I2_VH54N_WIWU9b4" class="fr-fic fr-fil fr-dib" width="754" height="496"></p><p><strong><span style="font-size: 10pt;">Fig 3. Setting the Short & Long descriptions for Recurring Invoices</span></strong></p><p><br></p><p data-pasted="true"><span style="font-size: 11pt;">To see which $_variablescan be used in each of the fields on this page, checkout our <a target="_blank" rel="noopener noreferrer" data-fr-linked="true" href="https://usehalo.com/halopsa/guides/2599" data-pasted="true" style="font-size: 11pt;">Invoice Creation</a> configuration settings guide. </span></p><p><br></p><p><strong><span style="font-size: 14pt;">Invoice Consignment Description</span></strong></p><p>Another place where you can determine the (long) description on an Invoice is against an individual product itself.</p><p>You'll find on the 'Billing' tab of a product, the 'Invoice Consignment Description':</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIzNWY4YjRiLWFhMGYtNDU1OC1hMWYxLTg2N2RiM2I1OTE0MyJ9.uEbnWHUCe2wgPgeGx0G8gnAQTvtpPDTJLnJSxhciYH0" class="fr-fic fr-fil fr-dib" width="1383" height="490"></p><p><strong><span style="font-size: 10pt;">Fig 4. Invoice Consignment Description for a Product</span></strong></p><p><br></p><p>If the product in question is a 'Serialised Product', you can use Asset field variables. This is done by prefixing the field name with 'AF' & replacing spaces with '_' (<strong>Fig 4</strong> is an example of how to use the 'Serial Number' field as an asset field variable).</p><p>This will then be added to the long description of invoices generated from Sales Orders, where serialised products have been consigned.</p><p>For example, say a customer wants 2 new laptops. I go through the standard procedure of ordering & receiving these laptops (outlined in the 'Items & Stock Control' course), where at the point of receiving stock I enter the below serial numbers:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjUwOTU5MTYwLTFhYTgtNGFkZi04ODUxLTNkMWI1ZDczZDBjYiJ9.GVifduvbNVJyENM-MXnCekGqXKCY6ElFWKf4WcxTkPo" class="fr-fic fr-fil fr-dib" width="747" height="492"></p><p><strong><span style="font-size: 10pt;">Fig 5. Creating Assets from Receiving Serialised Products</span></strong></p><p><br></p><p>This would mean that, when the Invoice is generated from the associated Sales Order, two additional lines would be added to the long description, returning these Serial numbers:</p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImExOTc5N2RlLWZkYjMtNDUwMy05Mjc5LTU1YjAxNjdlZmJjZSJ9.PuhqD1Q1CgByu8mG8sVCf5keQsVJdosSNMfDq8leM5U" class="fr-fic fr-fil fr-dib" width="1032" height="442"></p><p><strong><span style="font-size: 10pt;">Fig 6. The subsequently created Invoice</span></strong></p><p><br></p><p><strong><span style="font-size: 14pt;">Sales Order and Pro Rata Lines Descriptions</span></strong></p><p><span style="font-size: 11pt;">The line descriptions for Sales Orders and Pro Rata Lines (User, Asset, Licences) can also be set in Configuration > Billing > Invoice creation:</span></p><p><span style="font-size: 11pt;"><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjczYzI3OWM5LTRjZjktNGU4OC04ZjRlLWM4MTI4NDY1ZDMyYyJ9.T2E159j9xkpaMMoRGKwp-8PpmXzNe1E6zyNQTEQUH2I" class="fr-fic fr-fil fr-dib" width="1339" height="714"></span><strong><span style="font-size: 10pt;">Fig 7. Sales Orders, Pro Rata Lines Descriptions</span></strong></p>
