Every now and then, you may want to display fields in your invoice that are part of other objects, such as fields from the lookup Opportunity, Quote or Account. In the example below, we will display the opportunity description in the invoice. Opportunity description field is shown below:


Note that the sample below will work only if you have installed our extension package, which can be found here.


A standard invoice would look something like this:

To insert the opportunity description, go to Payment Center Settings tab then click Customize Invoice button. At the bottom of the window that pops up, click Advance Edit. This will bring you to the invoice template editor. Insert the following code in a desired section of the template. Save the template.


The resulting invoice now displays the opportunity description, as shown below:


You can use the same concept to display fields from other objects such as Quote, Account or other custom objects that have lookup relationship with the invoice.