The invoice description setup is key to ensure the right information is exported at the time of invoicing.
Invoice Description is set against each product under My Account > My Products. Choose from one of the defined template types:
There are a multitude of options you can choose from:
For Livestock Products we suggest:
“Date – Qty Product from Origin to Destination Reference 1”
For Bulk Products we suggest:
“Date – Qty Units of Product from Origin to Destination – Reference1”
or
“Date – Qty – Units of Product from Origin to Destination – AllReferenceFields”
Defining your Invoice Descriptions
You can now define you own list of invoice descriptions to make it easier to find your favourites when creating new products.
To modify which invoice descriptions are available click on the Manage Invoice Descriptions button on the Products Page:
This opens the Invoice Descriptions page. From here you can select or de-select templates that will appear on the dropdowns when adding or modifying products.
If you have not selected them to appear in the Selected Descriptions list they will not be available to you until they are added.
The Available Descriptions list, includes all of the descriptions that can be added to your selected Descriptions list.
If you have a requirement that isn't in the list, let us know what you would like and we can add it for you.
Regards
The MyTrucking Support Team
