Invoice editor extras: line details, discount label, custom fields, footer and licence line

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Invoice editor extras: line details, discount label, custom fields, footer and licence line

The small invoice boxes that are easy to miss: line Details, Discount label, custom field rows, and the footer and licence lines.

These boxes sit inside the invoice editor (Contractor Hub → Invoices → New invoice) and the invoice design settings (Settings → Invoice design). The full invoice form is in the article invoice-form-fields; the design boxes are in the two invoice design articles. This article gives the exact on-screen wording of the extras and what each does.

Before you start

  • Business address, phone, email and website come from Settings → Business profile, not from these boxes.

Fields

In the invoice editor

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
Details (optional) – shown under the line (line.desc) Extra words printed under that one line item on the invoice and the live preview. What was done, e.g. “Spring cleanup, front and back beds”. One box per line. Switched off on a locked (read-only) invoice.
Discount amount (discount.value) A discount taken off the subtotal. Number, minimum 0. Used with the $ / % list next to it.
Discount type ($ or %) (discount.type) Says whether the number is dollars or a percent. Pick one. Choices: $ (amt); % (pct). Default: $
Label (e.g. Loyal customer discount) (discount.label) The words printed on the discount line of the invoice. e.g. Loyal customer discount. Default: Empty
Custom fields: Label (e.g. PO number) (fields[].label) Name of an extra line printed on this invoice. e.g. PO number. Starts with your defaults from the design settings.
Custom fields: Value (fields[].value) The value printed beside the label. e.g. 4417. Default: Empty
Remove field (X) Deletes that row. Click.
+ Add a field (PO number, job site, work order…) Adds a new empty Label/Value row. Click.
Notes (o.notes) Free notes for this invoice; the placeholder shows your default text if you set one. “Anything the customer should know”. Default: Empty (shows the default if you set one)

In Settings → Invoice design

Field (exact label) What it does for VisionScaper What to enter and example Default / notes
License / registration line (design.license) One line with your licence number, printed on invoices when the License line detail is on. Your real registration text, up to 80 characters. The Details to show switch “License line” must be on.
Footer (design.footer) Small line at the bottom of every invoice. One short line. Default: Empty (placeholder “e.g. Green Acres LLC · 1 Yard Rd · Licensed & insured”)

Steps

  1. Open Contractor Hub → Invoices → New invoice and pick the customer.
  2. For each line, type the item, then use Details (optional) for the extra wording.
  3. To give a discount, type the amount, choose $ or %, and type the Label customers will see.
  4. Use + Add a field for a PO number or job site. Fill Label and Value.
  5. Check the live preview on the right. It shows exactly what the customer gets.
  6. Set the licence and footer lines once in Settings → Invoice design and press Save there.

If something goes wrong

  • The licence line does not print: turn on the License line switch under Details to show.
  • A custom field is blank on the invoice: a row with an empty Value may be skipped (not verified in code); fill both boxes.

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