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Customer Record Invoice Table – Option to Hide System and Email Sent Columns

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Vince Pineda
  • Updated
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We’ve introduced new customization options to the Customer Record Invoice table allowing users to control the visibility of two specific columns: System and Email Sent? This enhancement helps tailor the invoice display to better suit user preferences and improve data clarity.

New Settings Location

  • From the left-hand menu, click on Settings.
  • Under Customer Settings, go to General Settings.
  • In Customer Page Display Settings, you will find two new options:
    • Display System in Invoice Table?
    • Display ‘Email Sent?’ in Invoice Table?

Screenshots

New Settings are set to YES

New Settings are set to NO

Notes:

  • Users can declutter the invoice table by hiding columns that are not relevant to their workflow.
  • Provides flexibility to customize the customer record interface to individual or team preferences.
  • Helps users concentrate on the most important data for their processes without unnecessary distractions.

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