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How Does the Product Description Work?

 

When you add a Product to your Opportunity, you have the option of entering a Line Description:

 

If you enter a description here that is the description that will appear on your Saasu Invoice.

 

If you do NOT enter a description here and the Salesforce Product has a Description, that description will be copied to this Line Description automatically and your Saasu Invoice will show this description.

 

Here is a screenshot of an Opportunity:

  1. Product Chair we did not enter a Line Description, and a Product Description exists, so it is copied here
  2. Product Table we did not enter a Line Description + there is no Product Description for this Product
  3. Product Table we entered a Line Description when we added it to the Opportunity

 

 

Our Saasu Invoice looks like this:

 

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