Invoices: How do I control what my customer sees on their invoice — can I show a summary instead of all line items?

B

Invoices: How do I control what my customer sees on their invoice — can I show a summary instead of all line items?

Yes! When creating an invoice from an existing estimate, you can choose how much detail your customer sees.

After selecting your estimate and tapping Create Invoice, you’ll reach the Invoice Customization screen where you can toggle between:

  • All line items — shows the full breakdown of every item, labor, and material
  • Summary — shows a single total per section, without individual line item detail

Tap your preferred option before sending.

Note: This option is currently only available when generating an invoice from an existing estimate. If you create an invoice from scratch, you can manually control what appears by adding only the line items you want your customer to see.

If you have questions, contact us at support@simplywise.com.