Toggling invoice field visibility

Toggle which fields your customers will see on the invoice before you send it out

Written by Caitlyn baldassarre

Updated 1 year ago

You have the ability to toggle which fields show up on the invoice before you send it to your customer.

In the 'View/send invoice' section in the job for which you are trying to send the invoice you will see the available fields to toggle to the left of the invoice.

There are 10 fields available for toggle:

Company name
Bedrooms and bathrooms
Square feet/meter ranges
Customer job notes
Address
Totals
Hourly rate
Additional rooms
Extras
Frequency

You can choose which field to toggle from the left side
To not show the field on the invoice toggle the switch to 'No'

The invoice preview will immediately show a live version of the change
In the example above you can see the Address is set to not show

If the job is recurring the changes on the invoices will be applied to all future jobs

Do you have more questions invoicing? Send us an email at hello@modernmaid.io

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