Use item notes and descriptions

Add extra item text and decide how it should appear on work order, quotation, and invoice PDFs.

Each item can contain a main description and an extra note.

Use these fields when the standard item line needs more explanation.

Description versus note

Use the Description for the main item name.

Use the Note for extra detail such as specifications, scope, or remarks.

Where the note can appear

The note can be used on:

• work order PDFs
• quotation PDFs
• invoice PDFs

How it appears depends on your PDF layout settings.

Common display options

A note can often appear as:

• its own column in the item overview
• a separate line below the item

The note can also be adjusted later on a specific work order.

Frequently asked questions

Can I always show the note on the work order PDF?

Yes.

That depends on your PDF layout settings.

Can I show the note as a separate line?

Yes.

That is one of the available layout choices.

Can the note be changed per document?

Yes.

The note can also be adjusted on the work order itself.

Related topics

• Understand item fields and options
• Add items to work orders
• Add items to quotations and invoices