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Using 24R1 - After creating a proforma invoice from the Run Project Billing action, we add additional services to the proforma.  When we add the non-stock item (service), the description is blank - it doesn’t populate with the description from the non-stock item screen.

@brucewarrell96 looking at the help topic, the description is pulling from the billing rule.  this is applicable to both progress and T&M billing rules.

 

Hi @brucewarrell96,

In the addition of @iqraharrison  answer, You can set Description from Billing Rules screen.

Hope, it helps!

My issue relates to manually adding NEW lines directly to the proforma invoice.  You can select the non-stock item but most of the default information does not follow with it.

Hello @brucewarrell96 ,

 

The Description field is a free text with no default value set. I would customize the screen to fill in the selected inventory item description.

Hope this helps!

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