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  1. Billing
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  4. Invoice Operations
  1. Billing
  2. Invoices, Credit Notes, and Quotes
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  4. Invoice Operations

Why is my plan/addon description not seen in invoices?

Problem Statement

How do I show the addon description on invoices after updating the price item description? Invoices generated before the update don't show the new description.

Solution

You must enable Show Plan/Addon description in Invoices for each plan and addon. Even if a description is set, it will not appear on invoices until this option is turned on.

Steps to Set It Up

Via UI

  1. Go to Product Catalog > Plans or Addons > select the item > edit each price point
  2. Enable Show Plan/Addon description in Invoices
  3. Click Apply Changes
image

Via Bulk Operation

  1. Go to Settings > Import & Export Data > Choose a bulk operation > Item prices > Update Item prices > Proceed
  2. Download the sample CSV
  3. Set item_price[show_description_in_invoices] to the desired value (see Update an item price API)
  4. Upload the CSV

Note

This applies only to upcoming invoices. Existing invoices are not updated.

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