How to Use Product Description Capability

Product descriptions help customers make informed decisions, give extra transparency and security, and help you dispel common questions from the get-go. When creating an invoice or estimate for a product this important information may be the difference between a customer completing a purchase or abandoning your business because they feel confused or insecure about the transaction.

Setting It Up

To include the product description in your invoices and estimates navigate to the Invoice tab inside the Payments section and click the gear icon to access the settings.

Switch to the Product Settings section, toggle Import Product Description then click Save.

Products

When creating an Invoice or Estimate you can modify the description. To do so start by adding a product to your document.

The default product description will be included automatically, to edit it click the hamburger menu and select View description.

The description will open up, you can add up to 1000 characters total to your description including the ones in your default description. Modifying the Estimate or Invoice description will not affect the general product description.

And there you have it, now you can easily enable or disable the product description to ensure customers are satisfied and secure in their purchases!