Clarification on the possibility of displaying the project name when printing or exporting a sales or purchase invoice as a PDF.
Answer:
Currently, the project name cannot be printed automatically on the invoice, and there is no ready-made field named “Project” in the invoice designer options to add directly.
Alternative Solutions:
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Adding a custom field named “Project Name”:
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Go to Settings then Custom Fields.
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Select Sales Invoices and Quotes.
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Add a new field of type Text and name it “Project Name”.
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When creating the invoice, fill in the project name in the custom field from the Additional Information section.
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Enter the Invoice Designer and add the custom field “Project Name” to display when printing/exporting.
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Writing the project name in notes:
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When creating or editing the invoice, write the project name in the Notes, Description, or Terms and Conditions field.
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These fields appear on the printed/exported PDF invoice.
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Important Note:
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Linking the invoice to the project from the Additional Information section remains necessary to track revenues and expenses in financial reports by project, even if the project name does not appear automatically in the print.
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The first solution (custom field) is the best because it allows displaying the project name in a formatted way within the invoice design and filtering later.
Keywords:
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Print project name on invoice
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Display cost center in sales invoice
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Project name not appearing on invoice
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Add project name in invoice designer
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Project field in the printed invoice
