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How to Display Product Codes on Client Invoices

To ensure that a product code shows on an invoice to a client, follow these steps:

Steps to Display Product Code on Invoices

  1. Open the Finance Application: Access the finance section of your system where invoicing is managed.

  2. Navigate to Rates: Go to the Rates section and select the option for Export/Import Rates.

  3. Download Rates Template: Choose the Allowance Product Code and click on the option to download the Rates Template File in .xlsx format.

  4. Check Product Code: Ensure that the correct product code, such as "04_799_0125_6_1 Provider travel - non-labour costs," is included in the downloaded template. This is crucial for the product code to appear on the invoice.

  5. Re-import the Template: If the product code is correct, re-import the updated template by selecting the Import Rates option (ensure the file is in .xlsx format).

By following these steps, you should be able to display the correct Allowance Product Code on your invoices. If you encounter any issues during this process, further investigation may be required, and it may be beneficial to consult with your development team for assistance.