{"id":5261,"date":"2026-04-04T14:22:23","date_gmt":"2026-04-04T14:22:23","guid":{"rendered":"https:\/\/www.simplywise.com\/blog\/ufaq\/invoices-how-do-i-control-what-my-customer-sees-on-their-invoice-can-i-show-a-summary-instead-of-all-line-items\/"},"modified":"2026-04-04T14:22:23","modified_gmt":"2026-04-04T14:22:23","slug":"invoices-how-do-i-control-what-my-customer-sees-on-their-invoice-can-i-show-a-summary-instead-of-all-line-items","status":"publish","type":"ufaq","link":"https:\/\/www.simplywise.com\/blog\/ufaq\/invoices-how-do-i-control-what-my-customer-sees-on-their-invoice-can-i-show-a-summary-instead-of-all-line-items\/","title":{"rendered":"Invoices: How do I control what my customer sees on their invoice \u2014 can I show a summary instead of all line items?"},"content":{"rendered":"<style>.ewd-ufaq-post-margin-symbol { color: #181c3f !important; }.ewd-ufaq-faq-title .ewd-ufaq-post-margin-symbol span { font-size: 20px !important; }.ewd-ufaq-faq-display-style-block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-display-style-border_block:hover .ewd-ufaq-post-margin-symbol, .ewd-ufaq-faq-display-style-border_block:hover h3 { color: #fff7f7 !important; }.ewd-ufaq-faq-header-title a { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-title h3 { font-size: 20px !important; }div.ewd-ufaq-faq-title h3 { color: #181c3f !important; }div.ewd-ufaq-faq-post p { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-post p { color: #110e0e !important; }div.ewd-ufaq-author-date { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-category-title h2 { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-family: 'Inter', sans-serif !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { font-size: 12px !important; }div.ewd-ufaq-faq-categories, div.ewd-ufaq-faq-tags { padding: 10px !important; }.search-field {\r\n  width: 100% !important;\r\n  max-width: 900px !important;\r\n  margin-left: 0 !important;\r\n  margin-bottom: -20px !important;\r\n}\r\n.ewd-ufaq-faq-category-title {\r\n  display: none !important;\r\n}\r\n#ewd-ufaq-text-search {\r\n  width: 100% !important;\r\n  border-radius: 4px !important;\r\n  font-size: 18px !important;\r\n  box-sizing: border-box !important;\r\n  padding: 20px !important;\r\n}\r\n.ewd-ufaq-faqs {\r\n  margin-top: 0px !important;\r\n}\r\nul.ui-autocomplete {\r\n  display: none !important;\r\n}\r\n.ewd-ufaq-faq-div {\r\n  margin: 0 !important;\r\n  padding: 0 !important;\r\n}\r\n@media (max-width: 768px) {\r\n  h1.entry-title {\r\n    margin-top: 10px !important;\r\n    margin-bottom: 10px !important;\r\n    font-size: 30px !important;\r\n  }\r\n  \r\n  div.ewd-ufaq-faqs div h3 {\r\n    font-size: 18px !important;\r\n  }\r\n}<\/style><div  class=\"ewd-ufaq-faq-list ewd-ufaq-page-type-distinct ewd-ufaq-category-tabs-\" id='ewd-ufaq-faq-list'>\n\n\t<input type='hidden' name='show_on_load' value='' id='ewd-ufaq-show-on-load' \/>\n<input type='hidden' name='include_category' value='' id='ewd-ufaq-include-category' \/>\n<input type='hidden' name='exclude_category' value='' id='ewd-ufaq-exclude-category' \/>\n<input type='hidden' name='orderby' value='title' id='ewd-ufaq-orderby' \/>\n<input type='hidden' name='order' value='asc' id='ewd-ufaq-order' \/>\n<input type='hidden' name='post_count' value='-1' id='ewd-ufaq-post-count' \/>\n<input type='hidden' name='current_url' value='\/blog\/wp-json\/wp\/v2\/ufaq\/5261' id='ewd-ufaq-current-url' \/>\n\t\n\t\n\t<div class='ewd-ufaq-faqs'>\n\n\t\t<div  class=\"ewd-ufaq-faq-div ewd-ufaq-faq-column-count-one ewd-ufaq-faq-responsive-columns- ewd-ufaq-faq-display-style-minimalist ewd-ufaq-can-be-toggled\" id='ewd-ufaq-post-5261-2Kag9GpMSR' data-post_id='5261'>\n\n\t\t\n\t<div class='ewd-ufaq-faq-title ewd-ufaq-faq-toggle'>\n\t\n\t<a class='ewd-ufaq-post-margin'  href='#' role=\"button\">\n\n\t\t<div class='ewd-ufaq-post-margin-symbol ewd-ufaq-'>\n\t\t\t<span >B<\/span>\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-faq-title-text'>\n\n\t\t\t<h3>\n\t\t\t\tInvoices: How do I control what my customer sees on their invoice \u2014 can I show a summary instead of all line items?\t\t\t<\/h3>\n\n\t\t<\/div>\n\n\t\t<div class='ewd-ufaq-clear'><\/div>\n\n\t<\/a>\n\t\n<\/div>\n\t\n\t<div class='ewd-ufaq-faq-body' >\n\n\t\t\n\t\t\t\n\t\t\n\t\t\t<div class='ewd-ufaq-post-margin ewd-ufaq-faq-post'>\n\t<p>Yes! When creating an invoice from an existing estimate, you can choose how much detail your customer sees.<\/p>\n<p>After selecting your estimate and tapping <strong>Create Invoice<\/strong>, you&#8217;ll reach the <strong>Invoice Customization<\/strong> screen where you can toggle between:<\/p>\n<ul>\n<li><strong>All line items<\/strong> \u2014 shows the full breakdown of every item, labor, and material<\/li>\n<li><strong>Summary<\/strong> \u2014 shows a single total per section, without individual line item detail<\/li>\n<\/ul>\n<p>Tap your preferred option before sending.<\/p>\n<p><strong>Note:<\/strong> 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.<\/p>\n<p>If you have questions, contact us at support@simplywise.com.<\/p>\n<\/div>\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t\t\t\n\t\t\n\t<\/div>\n\n<\/div>\n\t<\/div>\n\n\t\n<\/div>","protected":false},"excerpt":{"rendered":"<p>B Invoices: How do I control what my customer sees on their invoice \u2014 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&#8217;ll reach the Invoice Customization [&hellip;]<\/p>\n","protected":false},"author":3,"comment_status":"","ping_status":"closed","template":"","ufaq-category":[15,34],"ufaq-tag":[],"class_list":["post-5261","ufaq","type-ufaq","status-publish","hentry","ufaq-category-cost-estimator","ufaq-category-invoices"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.2 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Invoices: How do I control what my customer sees on their invoice \u2014 can I show a summary instead of all line items? - SimplyWise Cost Estimator<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.simplywise.com\/blog\/ufaq\/invoices-how-do-i-control-what-my-customer-sees-on-their-invoice-can-i-show-a-summary-instead-of-all-line-items\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Invoices: How do I control what my customer sees on their invoice \u2014 can I show a summary instead of all line items? - SimplyWise Cost Estimator\" \/>\n<meta property=\"og:description\" content=\"B Invoices: How do I control what my customer sees on their invoice \u2014 can I show a summary instead of all line items? 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