Hello,
When when I create an invoice and it add the line items but by default it adds the description. I don’t want the descriptions to be auto-filled. How do I make it default that the line item description are not pulled in.
Hey @TasnimulMahi
Welcome back to the community!
Great question! I haven’t come across this one before. Upon further review it looks like this may be expected behavior depending on how the invoice is being created, like converting from a deal. Are you able to confirm how this is being created?
Tagging a few community members who may have run into this before and can share their experience:
Hey @Liana_Preston , @karstenkoehler, @val_kouba – do you have any suggestions for @TasnimulMahi on this?
Thanks in advance!
Sam, Community Manager
@TasnimulMahi Hmm, tricky one since you’re limited to what you can clear with automation on line item properties.
Easiest Route: Edit Source Product and remove description.
Will be consistent for manual and automated invoices, or QBO-connected invoices.
1.) If you don’t need the description for the source product:
- Leave the description field on source product blank,or
- Store additional details in a custom field that isn’t pulled into the default templates.
If Description is needed for some assets/is integrated to external product libraries:
It does seem like there is a bug or UX issue presenting the option to clear the description, but that isn’t the case when selecting from product library with a description attached.
2.) HubSpot Support investigation needed on why description can’t be overridden though the property is listed as optional when setting default columns.
Beyond this, unfortunately looking at more custom work
Do you have details on where you need to description to be retained vs. removed? That might help us find a solution for you.
Yes, I believe there are no settings to remove the description from the line items when they are added. In this case they only need the description for internal purposes, not visible to the buyer.
But the only way I see is manually clearing the description from each line item before sending the invoice.
@TasnimulMahi Yes, unfortunately if you need the related product description, clearing on the invoice level is the best bet. See if the team is able to operate with that description in a custom field?
If you haven’t I’d start a support ticket and flag the fact that the description appears optional at the line item level but remains tied to the invoice itself.
Hey @TasnimulMahi, this is an easy solve with DocuGen!
You build the invoice from your own Word template and double-click to place only the line item fields the buyer should see, like name, quantity and price, leaving Description out. Generate the invoice from the deal and the PDF saves to the deal’s attachments, all without leaving HubSpot.
Take a look at our marketplace listing.
P.S. The free plan covers 400 documents a month with no watermark, and unlimited users so your whole team can use it at no cost.