How do I condense an invoice?

You can condense or summarize your invoices by editing their template. To edit a default or custom invoice template:

  1. Open the Global Settings screen from your company menu > Settings > Global Settings.
  2. Select Invoice Templates on the left.
  3. Select an invoice template on the grid that you use and want to edit. Click Detail on that row.
  4. On the Edit Templates panel, click Layout. On the time and expense details fields, select the summarized option.
  5. You can then preview the invoice using a customized template to see if it displays less information.

Note: When you choose the summary option for time and expense details under Layout, the Cover Sheet option gets disabled. Also, the pre-defined templates cannot be edited unless they are duplicated and saved with a new name.  

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