Customisation options on Invoice/Client views?


Is there a way to add columns onto the invoice and client view, before going into the individual items? I’d love to be able to make it clearer to use as we identify our jobs by the reference, task, and address, rather than the customer name. I understand that the search bar is pretty good at searching the contents of the items, but it would be great if the information was available at a glance.

I’ve put a snippet of what I mean below, as I imagine I haven’t explained it particularly well! Any help and advice is much appreciated, thank you.


In the bottom right corner of the list views is a Columns button which will allow you to add/remove reorder the listview columns

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Hi David,

Brilliant, thank you so much for your help! I feel silly that I overlooked it now :joy:

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