CommBilling is designed to give businesses complete control over their invoicing processes, including the ability to customize invoice fields. Whether you want to add important information or remove unnecessary details, you can tailor your invoices to match your specific needs.
You can customize the visibility of invoice fields directly from the customization settings.
Follow the steps below to enable or disable the fields you want to show on your invoices.
- Step 1: Go to the Settings section on the left menu and select Customization tab.
- Step 2 : Choose " Invoice" in Document Type.
- Step 3: Move your mouse over the template you want, then click ‘Edit Design’.
- Step 4: Locate all the Field Options tabs in the editor.
- Step 5: To remove a field, uncheck the box next to the field name. To add a field, check the box next to the field name. Preview your changes in the editor to ensure the layout is correct.
- Step 6: Click Save to apply the changes.
By managing which fields appear on your invoices, you ensure that your documents stay relevant, clear, and professional. CommBilling gives you the flexibility to tailor each invoice to your business needs while maintaining a consistent brand image across all client communications.