Error "Invoice description cannot be empty" when creating an invoice using an automation

Issue

An Automation with a Create Invoice step fails, no invoice is created, and the following error is displayed in Automation History:

• "Invoice description cannot be empty"

Cause

In the Create Invoice step, the Description Rule tells FYI which description to use on the invoice. 

The error occurs when the selected Description Rule points to a description field that has not been completed. For example, if Job Template description is selected, but the Invoice Description in the selected Job Template is empty, FYI cannot create the invoice.

Solution

Complete the description field used by the Description Rule, or change the Create Invoice step to use a fixed invoice description.

Option 1 - Complete the source description

1. Review the Description Rule selected in the Create Invoice step.
2. If the rule is set to:
   • Job Description: Open the relevant Job and enter a description in the Description field.
   • Job Template description: Navigate to Jobs - Job Templates workspace, open the relevant Job Template, and enter text in the Invoice Description field.
   • Job or Job Template: Enter a description in the Job Description, the Job Template Invoice Description, or both.
3. Test the automation and run the Automation again.

Option 2 - Use a fixed invoice description

1. Edit the Automation Process that contains the Create Invoice step.
2. Open the Create Invoice step.
3. Set Description Rule to Use Description Below.
4. Enter a fixed description in the required Invoice Description field.
5. Test the automation and then run it again.