Customise product description on quote edition page

Self-Hosted | v5
1

Version ie <v5.11.43>

Environment

Hi,

When i add an news product line on my quote, i can either add a product title (without selecting an existing product in the database), select an existing product (wich will add the product informations on my quote line) or create a new product.
I would like to insert an existing product and customise its description for the current quote (for example, to make it fit to the customer specific needs).
How can i do that ?
Thank you for your answer.

2

Hi,

You should be able to select a product and then edit it.

You can disable auto-update in the product settings to prevent the changes from updating the product.

3

Hi Hillel,

And first, thank you for all the work you are doing on this amazing project.

When i select an existing product, it populates my quote with it, but i am unable to edit its content (i.e. its description).
On the following pictures :

  1. I select Test 4 in the list of existing products
  2. I see it is added to my quote’s products list
  3. When i click on it in the input area, it open a dropdown menu where the occurence of the used product appear, but nothing happens when i click on it (is it where it should allow me to edit its content ?)

test-quote
test-quote1000×256 16.7 KB

Thank you for your answer.

4

Can you please compare with the desktop app

5

Hi Hillel,

I tried with the desktop App (MacOs).
On the quote edition interface, when i try to add a product line, a dropdown is showing up with the list of my products. No option to create a new product is visible.
I only can select a product, and can’t edit its description. In the product row, i can modify the price, but that’s it. (see the screenshot)

Capture d’écran 2025-03-28 à 08.51.58
Capture d’écran 2025-03-28 à 08.51.58516×268 23.6 KB

6

If you enter a new row and auto-update is enabled, once the invoice is saved a new product will be created for you automatically.

7

Hi,

I understand that but i can’t edit an exisiting product decription that way.

On the demo instance of invoice Ninja, there is an editable description column (cf screenshot).

Capture d’écran 2025-03-30 à 19.12.36
Capture d’écran 2025-03-30 à 19.12.362834×842 138 KB

How can i have this column on my install ? (i only have Item, Unit cost, Quantity and Total columns).

8

Here is a screenshot of my install : no description column.

Capture d’écran 2025-03-31 à 08.02.03
Capture d’écran 2025-03-31 à 08.02.032316×520 76.1 KB

9

Can you check the column is included on Settings > Invoice Design > Product Columns

Also, do you see a difference in the desktop app?

10

Great !
I didn’t think that invoice design parameters would impact the quote edition interface.
Thank you. I just have to hide product description from my PDF invoices (by CSS).
Thank you

11

Glad to hear it, happy to help!