Invoice templates – Ability to show or hide quantity and rate at the invoice detail section

Introduction:

This enhancement to evergreen invoice templates offers users greater flexibility and control. With this update, users can now choose to show or hide the quantity and rate information for time in the invoice detail section, providing users with a more customisable and streamlined invoicing experience.

How it Works:

Two new parameters have been incorporated into the evergreen invoice templates configuration. These parameters specifically target the visibility of the “Time” and “Value” columns in the details section of the invoice report.

1. Go to Project management and accounting > Set up > Invoice template configuration

When these parameters are set to “Yes”, the invoice details section will hide columns “Time” and “Value” for invoiced time.

Data Migration:

The new invoice template fields, namely “Hide time in details screen” and “Hide value in details screen,” are now accessible for data migration through the invoice templates data entity.