Is there anyway to list project descriptions on the invoice above the table?
For example, I have unbilled time on an invoice for three projects that have the following descriptions (their project names are internal nomenclature):
Tax Return for the Family
Tax Return for the Company
Tax Return for the Uncle.
I would like these three project descriptions to show up above the table. Ideally with some verbiage ahead of them:
Billing for professional services rendered through October 19, 2023 as follows:
Tax Return for the Family
Tax Return for the Company
Tax Return for the Uncle.
Is there some way to have this automatically populate using a template? Or through a workflow when a new invoice is created from a recurring invoice?