By default we will map the line item name to the description field, along with the SKU, price, quantity and any discounts. For Pro customers we have customisation options available, such as filling in deal or line item properties - contact us if you would like to enable this.
Invoice Stack will try to fill from Quotes first (and if multiple quotes, the one that has been signed), if no quote is present we will get the data from the line items. If you do not want line items to be filled from quotes - let our team know and we can disable this.
If you’re not using quotes or line items - we can still fill some data on your deal when Invoice Stack starts, such as the deal name and amount, and for more complex use cases you can use our companion app, LinePilot, to generate line items on your deals automatically.
Invoice Stack will create split or recurring invoices based if the billing start date, term or billing frequency is set on your line items. Find out more about repeating invoices here, or contact us to disable.
If you need to fill in the line items again, then click the AutoFill button to repeat the process. Each time you AutoFill, Invoice Stack will fetch all of the current line items on the quote or deal.