Setting Service Name
When creating an invoice:- Open customer details
- Go to the Billing tab
- Click Create Invoice
- Enter the Service Name field
- Complete other invoice details
- Send the invoice
Best Practices
Be Descriptive
Good examples:- “Website Design - Homepage”
- “Monthly Hosting - March 2024”
- “E-commerce Setup”
- “Service”
- “Payment”
- “Invoice”
Be Consistent
Use consistent naming for recurring services so customers recognize charges.Include Details
For project work, include:- Project name
- Phase or milestone
- Date range if applicable
Examples by Service Type
| Service Type | Example Name |
|---|---|
| Website design | ”Website Design - Company Name” |
| Monthly hosting | ”Monthly Hosting - April 2024” |
| Maintenance | ”Website Maintenance - Q1” |
| Add-on feature | ”Blog Setup & Configuration” |