Include custom deposit description in C-Cube invoices | C-Cube

Include custom deposit description in C-Cube invoices

Sonia Trudel

I want to include a specific phrase in the description of client deposits on invoices in C-Cube. Currently, I have to manually add this phrase in QB. It would be helpful if C-Cube allowed for custom descriptions to be automatically included in invoices.

Created by Jolyane Couture

5 days ago

Jolyane Couture

Here are questions to better understand your needs, grouped by theme.
*The sentence itself
-What is it used for: accounting requirement, legal or contractual information (e.g. non-refundable deposit), or simple information for the customer?
-Is it always the same sentence, or does it vary according to the client, the project or the type of work?
-Does it contain variable elements, such as the submission number, the name of the project, the percentage of the deposit or a date?
*The range
Is it only for deposit invoices, or also for progressive, final, or withholding invoices?
If other types of invoices are concerned, would the sentence be different for everyone?
*Expected result
-Where should the sentence appear: on the invoice in C-Cube, in QuickBooks, or in both places?
-Should it be part of the description on the deposit line, or should it appear as a note on the invoice?
-Do you want to be able to modify or remove it on a case-by-case basis before sending?
Thank you so much for your help