By default we will map the line item name to the description field, along with the SKU, price, quantity and any discounts. For Pro customers we have customisation options available, such as filling in deal or line item properties - contact us if you would like to enable this.
Invoice Stack will try to fill from Quotes first (and if multiple quotes, the one that has been signed), if no quote is present we will get the data from the line items. If you do not want line items to be filled from quotes - let our team know and we can disable this.
If you’re not using quotes or line items - we can still fill some data on your deal when Invoice Stack starts, such as the deal name and amount, and for more complex use cases you can use our companion app, LinePilot, to generate line items on your deals automatically.
Invoice Stack will create split or recurring invoices based if the billing start date, term or billing frequency is set on your line items. Find out more about repeating invoices here, or contact us to disable.
If you need to invoice extra line items after invoices have been set up e.g. for project phases, usage fees, costs or overages - then you can click the "AutoFill" button at the top of the screen. This will add in any new line items from your deal or quote that you haven't invoiced before.
For times when you do need to refill all line items, for example if you've deleted an invoice and want to start again, you’ll also see a dropdown next to the AutoFill button to allow you to select “Autofill everything” which will grab all the line items on the deal, even if they’ve been filled before.