I noticed that there are some fields that got added to the invoice. This is not information we want to share with the customer. Can you tell me how to get rid of these on our printed invoices?
See below to see how to control the display of fields on print forms.
Navigate to Admin Panel.
Click Print Form Settings.
Select/double-click the print form to modify (Sales Invoice, for example).
Go to the Fields tab and choose the fields to display by checking and unchecking the appropriate boxes.
Please note that further print form modifications can be made once the Print Form Customization certification has been completed. This course is available in our
CustomBooks™ Academy.
Related Articles
Customizing Print Forms using Print Form Templates
Introduction CustomBooks™ Print Forms can be customized to fit the needs of your business. Each print form type has a default template which can copied and modified to Add/Remove Fields Change Field Labels Add or move images Add text Change ...
Custom Fields
Overview Custom Fields allow users to add additional, user-defined data points to various modules in CustomBooks™, such as Companies, Sales Invoices, Items, Purchase Orders, etc. These fields can store information that isn’t part of the default ...
CustomBooks™ Customization
CustomBooks™ Customization Overview When standard software doesn't meet your needs, a tailored solution might be the perfect fit for your business. Why Choose CustomBooks™ Customization? Dedicated Customization Team No Exploration Cost Budget ...
Invoice Reminders (Extension)
Overview The Invoice Reminders extension allows you to configure automatic reminders to customers for whom you have have invoiced. The extension includes a number of pre-written email templates that are customizable and allows for the creation of new ...
Creating Sales Invoices
Overview Sales Invoices are essential for documenting sales transactions, ensuring timely payment from customers, and maintaining accurate financial records. The calculations made on Sales Invoices are also used to calculate Cost of Goods Sold ...