• Order products must have a name, and optionally can have a summary as well. The product summary allows for a more in depth, multi-line description of the product if desired.
  • Both of these fields are customizable by the person creating the order, and also editable after the order has been created. 
  • Both of these fields are also visible to your customers on their estimates and invoices.

Adding a Product Summary During Order Entry


Adding/Updating the Product Name/Summary from Order View


Product Summary on Estimates/Invoices

Product Summary on Invoice