In WorkBook you can amend the layout of individual invoices to only display the information you want the client to see by amending the print and layout settings.
ON THIS PAGE YOU WILL FIND: |
|---|
AMEND PRINT & LAYOUT SETTINGS
Go to the print and layout settings icon
Select the items you wish to display on your invoice
REVIEW AND PRINT INVOICE
To review the invoice client-facing output:
Go to the reports icon
Select invoice (351)
Click on view report as PDF icon. The resulting PDF will reflect the print and layout settings selected
Print and layout settings can only be edited when the invoice is in the approval status “under preparation”, so it is worth checking the settings prior to invoice approval
