You can change, add, or delete the description of a product on an invoice in Workshop Software. You can also add detailed notes that appear below the product line.
Step 1: Set the Default Description (When Creating a Product)
- When creating a product in Workshop Software, enter the details in the Description field.
- This description will appear next to the item code on customer invoices.
- The field can be left blank when entering the product — you can always add a description later.
Step 2: Change the Description on an Invoice
- On the invoice, click into the Description field next to the product.
- Edit the text as needed.
Please note: The Description field is limited to 255 characters. If you need more detailed notes, see Step 3 below.
Step 3: Add Detailed Notes Below a Product Line
- If you need more space for notes, click the green notes icon on the product line.
- Enter your detailed notes in the text area that appears.
- These notes will appear directly below the product on the invoice.
Good to Know
- Changing a description on an invoice only affects that specific invoice — it does not change the default description in the product record.
- The Description field is limited to 255 characters. Use the notes feature for longer text.
- Notes added via the green icon appear on printed and emailed invoices below the product line.
Frequently Asked Questions
Will changing the description here affect other invoices?
No, changes to the description on an invoice are specific to that invoice only. The master product description in your product list is not affected.
Can I change the description on a processed invoice?
You may need to unprocess the invoice first before making description changes. Check with your administrator if the invoice has been synced to your accounting system.