Versa Cloud — Update Invoice Form Template to Include Product Name and Shopify Variant
If you are using Versa Cloud with Shopify and have Product variants, there is a good chance the default invoices are displaying details of the variant without the product name. This is how you can update to show the product name AND the description.
Do This:
- Settings > Setup > Custom Forms
2. Find the invoice you want to update (if it is the default form, you’ll need to clone it).
3. Once cloned, do yourself a favor and add a year prefix to the standard name of the cloned file. Example: “Invoice 1” becomes “2025 Invoice 1”
4. In the cloned file, look for the loop “{% for item in invoice.invoice_items %}”
5. In the found loop, locate “{{item.item_description}}” (likely the second token)
6. Update “{{item.item_description}}” to “{{item.item_description_and_product_name}}” – this will render your product name from Shopify, along with your product description and in the case of a variant, a variable identifier.
Hope this helps. If you have trouble, hit me up.
