Re: Invoice description text

["Robert Fraser" <..hidden..>]

On Sun, Apr 13, 2008 at 11:35 AM, Luke <..hidden..> wrote:

On Mon, 10 Mar 2008, Keith Edmunds wrote:

> Hi, I'm very pleased Ledger SMB is making such great progress. I'm
> currently testing with a view to hopefully migrating from the only Windows
> application we still use (QB).
>
> When creating an invoice, we are accustomed to being able to put free
> text in the "description" field, but I can't see how to do that in LSMB.
> For example, we may put, "Linux consultancy - resolve Samba login problem
> and update system". LSMB seems to want to have a service defined for every
> variant of text that appears in the "description" field; clearly that's
> going to be impractical if we have different text for each invoice.

We enter the service code into the "Number" field, eg "linux-cons" and press <Update>

This brings up a line with the generic  "Linux Consultancy" in the Description field.

We then cut and paste the ticket number from our Help Desk and append it to the description field - eg description becomes 

"Linux Consultancy - Ticket #5372 "

In the Notes box, we paste the short description of the job - it ends up looking something like

"Ticket #5372 - 0.5 hours - resolve Samba login problem and update system
Ticket #5381 - 0.5 hours - add new user Bob
Ticket #5372 - 1.0 hours - install and configure MailScanner, spamassassin, clamav mail filtering"

It's a manual process, but it works for our job volumes.  And it doesn't require much fiddling with the templates.  The line items are clear, and the customer can refer to the notes if they want slightly more detail on each job.

Cheers
Rob