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Hide or unhide fields on an invoice or quote [Mobile]
Hide or unhide fields on an invoice or quote [Mobile]

Hide or unhide fields on an invoice or a quote on the mobile app

Michelle avatar
Written by Michelle
Updated over 5 months ago

On desktop? Click HERE for the desktop help article.

You can choose to hide or display the client's address on invoices or quotes and the PO number field on invoices as well.
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Any changes are universal and will be reflected in all future quotes and invoices.

To hide/unhide fields

1) Open the mobile app and log in

2) Tap More

3) Tap Invoice templates

OR Quote templates

4) Tap on the default template

5) Tap Additional fields

6) Turn the switch on which field you want to add to the invoice or quote

A grey switch means the field is hidden. A green switch means the field is displayed.

7) Tap Done

The changes will now show on all draft invoices or quotes and ALL future invoices and quotes created.

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