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Where does the name of the Project Manager appear in invoices and can I put it elsewhere?
Where does the name of the Project Manager appear in invoices and can I put it elsewhere?

The name of the PM can appear at different places in an invoice.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

If you add the name of a Project Manager to a job, this name will appear below the name, the service and the PO number of the job in the invoice.

If all the jobs in the invoice have the same Project Manager, their name will appear only once at the top of the invoice. You can also deactivate this option by unselecting the corresponding option under Settings > Document templates.

You can also choose to display the name of the Project Manager in a separate column in your documents by selecting the corresponding option under Settings > Document templates.


If you're using LSP.expert V1

If you add the name of the Project Manager to your jobs, this name will appear below the name, the service and the PO number of each job in the invoice.

If all jobs in the invoice have the same Project Manager, his/her name will appear only once on top of the invoice.

You can also choose to display the name of the Project Managers in a separate column in your documents by ticking the corresponding box in Settings > Document templates.

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