For the complete documentation index, see llms.txt. This page is also available as Markdown.

Configure the invoice overview

Choose which columns appear in the invoice list.

Use the invoice overview settings to show the fields that matter most in your daily work.

1

Open Invoices

Go to Invoices in the left menu.

2

Open the overview settings

Click the wrench in the top right.

3

Choose the columns

Select or clear the columns you want to show.

4

Rename columns if needed

You can change the visible name of a column.

5

Save the configuration

Save the changes and review the updated overview.

Frequently asked questions

Can I reset a renamed column automatically?

No.

Make a note of the original name before you change it.

Can I add custom fields as columns?

Yes.

Invoice free fields can also appear in the overview when available.

Does this apply to all users?

Yes.

The setup applies at account level.

Last updated

Was this helpful?