sunrisepro Posted May 4, 2016 Report Share Posted May 4, 2016 Right now it only has invoice #, amount & due date, which is a bit confusing for customers with multiple invoices. Any way of adding the description to their dashboard? Quote Link to comment Share on other sites More sharing options...
0 Paul Posted May 4, 2016 Report Share Posted May 4, 2016 What kind of description? Can you provide an example? Quote Link to comment Share on other sites More sharing options...
0 sunrisepro Posted May 5, 2016 Author Report Share Posted May 5, 2016 The Description that write when creating an invoice - see here. Quote Link to comment Share on other sites More sharing options...
0 Paul Posted May 5, 2016 Report Share Posted May 5, 2016 That's a single line item, there can be many. The line item can also be very long, or span multiple paragraphs. Michael 1 Quote Link to comment Share on other sites More sharing options...
0 sunrisepro Posted May 5, 2016 Author Report Share Posted May 5, 2016 Can I add that to the invoice display in my customer's dashboard? It would help them see what each invoice is for. Quote Link to comment Share on other sites More sharing options...
0 Tyson Posted May 6, 2016 Report Share Posted May 6, 2016 You could add the invoice line item descriptions to your client's dashboard if you wanted to, yes. You can loop over the invoice line items and display the description on the page. It would require you update the file /app/views/client/bootstrap/client_invoices.pdt, or /app/views/client/bootstrap/client_invoices_applied.pdt if you wanted it to appear in the expandable section. Quote Link to comment Share on other sites More sharing options...
0 sunrisepro Posted May 9, 2016 Author Report Share Posted May 9, 2016 Thanks. I'd like it to show without the invoice being expanded. What would I need to add to /app/views/client/bootstrap/client_invoices.pdt? Quote Link to comment Share on other sites More sharing options...
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sunrisepro
Right now it only has invoice #, amount & due date, which is a bit confusing for customers with multiple invoices. Any way of adding the description to their dashboard?
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