Product descriptions help customers make informed decisions, give extra transparency and security, and help you head off common questions from the start. When creating an invoice or estimate for a product, this information can be the difference between a customer completing a purchase and walking away because they feel uncertain 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 1,000 characters in total, including any text already in your default description. Modifying the Estimate or Invoice description will not affect the general product description.
And there you have it; you can now easily enable or disable the product description to ensure customers feel confident and secure in their purchases.