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
On the invoice or quote templates
Making changes at a template level will affect all future quotes and invoices created from that template.
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 Customise on the right side of the template to open the design section.
4) 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 to open the design section
3) Tick the checkbox to hide or unhide a field
Remember to download the Rounded mobile app!
