Some kind of generic custom text field

high-output

I'm new to the software so forgive me if I'm missing something, but what I want to be able to do is have a field where I can put contextual information for the invoice, such as a name for the project it is related to, or other relevant information. My workaround is to put in a line item that names the project for zero cost. It would be more elegant if I could put this overall description somewhere in the headers. It answers the question: "What are all these items for?"

SubTotal version: 1.5.55
Operating system: MacOS 15.1.1
Device model: MacBook Pro

timo

Do you expect this data to show up in the PDF or would this be just some meta information that is only visible to you? Based on your workaround, you probably prefer the former, correct?

I would suggest to put this information into the "salutation" or "payment terms" free text fields, or would this be a bad fit? You can also adjust the headings for those sections under "invoice types".
Or would you expect (or require) this information to show at the same place where it lists the invoice no, the invoice date etc...?