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Hide or unhide fields on an invoice or quote
Hide or unhide fields on an invoice or quote

How to hide or unhide fields on an invoice or a quote

Michelle avatar
Written by Michelle
Updated over a week ago

The following fields can be hidden or shown as required on all quotes and invoices:

  • Client address

  • Client business number

  • Quantity column

  • Currency in total

These fields can be hidden/unhidden at a template or individual level

  1. On the invoice or quote templates

    Making changes at a template level will affect all future quotes and invoices created from that template.

  2. On the invoice or quote

    Making changes to an individual quote or invoice will affect only that quote or invoice

To make changes at the template level

1) Navigate to the invoice template

OR quote template

2) Click the template to be updated

3) Click Styling, then tick the checkbox to hide or unhide a field

To make changes at the quote/invoice level

1) Create a new invoice

or open an existing draft invoice from the main Invoices section

OR create a new quote

or open an existing draft quote from the Quotes section

2) Click Style, then tick the checkbox to hide or unhide a field.

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