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May 11, 2020
Question

Can we have an inv template that skips fields not used? After selecting customer, we have to tab 6 times through CC/Bank Xfer fields,etc. before we can enter the invoice.

  • May 11, 2020
  • 1 reply
  • 2 views
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1 reply

May 11, 2020

Hi ranee624. It is possible to remove certain fields from your invoices by creating a custom invoice template.  To get you started on custom templates, here's a guide on customizing invoices . The article explains step-by-step how you can remove certain unused fields from your invoices. 

 

Here are a few other articles that can help provide some insight as well:

 

Please let me know if you need anything else. I'll be happy to assist.