It's important to setup you Invoice Description Library as this will prefill invoice descriptions for you. It's completely customisable to your preferences.
The 'Invoice Description Library' Setting when enabled allows you to prepare and maintain pre-defined invoice descriptions for the creditor and tenancy invoices. You can use tags, free text, or a mixture of both of these elements.
It's recommended to setup the 'Single Creditor' descriptions as then these are unique per creditor. 'Single Creditor' Descriptions overrule 'Creditor Type' descriptions if you have both setup.
Under the 'Settings' tab, click on the 'Invoice Description Library' Setting that is split into two:
1. Define invoice description library for creditor type.
You can select a creditor type, i.e. Water or Strata. This will allow you to add invoice descriptions for all invoices that come through listed under these particular creditors for both the landlords statement & any tenancy invoices created.
2. Define invoice description library for a single creditor
You can select & add invoice descriptions for single creditors, i.e. City of Yarra - this will allow you to add a description specific to this creditor for both the ownership statement & any tenancy invoices. You are able to add as many single creditor descriptions as you like in this section.
Once setup and saved, these are able to edited by clicking the 'pencil' icon or deleted by clicking the 'bin' icon.
An example below has a mixture of merge tags and free text. You can also add symbols like hyphens in between the merge tags.
