Hide a Line in an Estimate or Invoice

This FAQ explains how to hide a line item in a estimate or invoice to better control the information presented to the client. It can be useful to hide certain items without permanently deleting them from the document. This feature allows you to retain internal data while customizing the external display. Here, you’ll find simple steps to effectively manage this option in the system.

In the Point of Sale, after selecting the client and the products and services, click on the item you want to hide. Then, click on the blue magnifying glass next to the product name.

In the Options tab, check or uncheck the following options (as needed):

• Show on invoice
• Show on quote

Click Save and Close.

In our example, we chose not to display one of the products; therefore, the invoice only displays the other one, for which the options remained selected.