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, and 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.

Frequently Asked Questions #

How do I enable product descriptions on invoices and estimates? #

Go to the Invoice tab in the Payments section, click the gear icon, switch to Product Settings, toggle Import Product Description, and click Save.

Can I edit a product description on a specific invoice or estimate? #

Yes. Add the product, click the hamburger menu, select View description, and modify it for that document.

Will editing the description on an invoice change the product’s default description? #

No. Modifying the description on an estimate or invoice does not affect the general product description.

Is there a character limit for product descriptions? #

Yes. You can add up to 1000 characters total, including the text in your default description.

Why should I include product descriptions? #

Descriptions add transparency and answer common questions up front, which can reduce confusion and help customers complete their purchase.

Are product descriptions added automatically? #

Yes. Once the setting is enabled, the default product description is included automatically when you add a product to a document.