Hide or reorder sections on a document.

Under Document templates in Settings → Documents, pick a document type, then tick or untick a block to show or hide it and use the arrows to move it up or down.

Steps

1. Open Settings → Documents and scroll to Document templates.
2. Choose Invoice, Estimate, Receipt or Work Order. Each document type keeps its own layout.
3. Untick the checkbox on the right of a block to hide it, or tick it to show it again. The blocks include Header & logo, the document info block, the bill to and service location block, Line items table, Totals, Text block and Footer.
4. Use the up and down arrows on the left of a block to change its order.
5. Inside Header & logo, untick Show the company name and contact lines if you want the logo on its own. Inside Footer, untick Show page numbers to drop the page count.
6. Click Save invoice, Save estimate, Save receipt or Save work order, depending on the document you have open. On a computer the preview on the right refreshes after you save. On a phone, tap the preview button under the list, for example Preview Invoice PDF.

Good to know

• The wording of the Text block and the Footer is edited under Document text higher on the page, not here.
• The document info, customer, line items and totals blocks are filled in from the job. You can show or hide them, and detailed editing is coming soon.
• Reset invoice at the top right puts the default layout back for the document you have open, after you confirm. Only owners and admins can change templates.