• You can choose the display of some columns depending on the template selected
• You can deactivate the display of some data from your Invoice settings

Choose a template

1. Go to Settings.
2. Select Templates and Logos.

   • If you choose the Product-based template, the invoice displays:
     Item Code, Item Description, Quantity, Unit Price, Discount, Tax, Net Amount

   • If you choose the Service-based template, the invoice displays:
     Item Description, Discount, Tax, Net Amount

NOTE: The system only shows the total amount including tax at the bottom of the invoice. It doesn’t show this amount per item line. The invoice doesn’t display some product or service details, depending on the template used.

Adjust invoice settings 

(Not available for Start users)

To remove specific contact details:

1. Go to Settings.
2. Select Document Preferences.

You can hide:

• Contact Details (Business Name, Telephone, Email)
• Delivery Address
• Due Date

Applying changes

• The system applies changes to both existing and new invoices
• You can only apply one setting at a time across all invoices or quotes
• You can change the setting anytime without editing individual invoices

CAUTION: Viewing the PDF from the invoice list marks it as Sent. To preview the layout, open the invoice and view the PDF from there. 

Additional Information

• To suggest improvements, use the Feedback option to contact the Development Team
• The team is working on offering more flexible invoice layout customization