How to Customise What Your Client Sees on Financial Documents

With just a few simple clicks, you can easily control which details your clients, suppliers and subcontractors can and cannot see on your financial documents, including estimates, proposals, invoices, purchase orders and change orders.

Customise in Edit Mode

You can hide specific elements of your document from your recipient while in edit mode, including columns, category totals and additional sections (files, terms and conditions, memos and signatures).

Note that showing or hiding something in edit mode will also apply this change in preview mode, and vice versa.

Hide Columns

To hide an entire column from the recipient, hover over the name of a column and click on the down arrow. Select Hide From Client/Supplier/Subcontractor in the menu options.

Once hidden, you’ll see a small eye icon that indicates the column is only visible to you (in edit mode) and not to your client/supplier/subcontractor.

Hide Category Totals

When you organise your document by category, room, etc. using the View By dropdown, by default each category row will show totals in certain columns (Quantity, Cost, etc.). To hide these category totals and create a clearer view of the document, simply hover over the name of a column and click on the down arrow. Select Hide Totals in the menu options.

Once hidden, the totals will not appear at the category level for you or your recipient. You can show the totals again at any time by selecting Show Totals in the corresponding column menu.

Hide Additional Sections

You can hide additional sections on your document in edit mode, including Files, Terms & Conditions, Memos and Signatures, by clicking the eye icon in the top right of each section. Hover over the eye to see the current setting.

Customise in Preview Mode

Preview mode lets you see the document exactly as your recipient will view it after you send it. Within preview mode, you can further customise what your recipient can and cannot see in more detail.

Note that showing or hiding something in preview mode will also apply this change in edit mode, and vice versa.

To access preview, click the Preview button at the top right of your screen (next to Send).

On the right side of your document preview, you’ll see "Customise what your client (supplier or subcontractor) can see". You can show or hide individual components using the checkboxes next to each one, for more detailed control.

If you want to hide something from your recipient, make sure to untick the box next to that setting – ticking the box will allow your recipient to see it. When you make a change, your document will automatically update and save so you can see how your client/supplier/subcontractor will view it.

If you don’t see the right-hand panel on the preview page, click the customise icon in the top right to open the view settings.

View Settings Breakdown

The client/supplier/subcontractor view settings are divided into multiple sections, depending on the type of document you are working on. Here’s a look at what each one does.

View By

This section will include one or more of the following options, depending on what your View By is set to in edit mode (category, room, section etc.).

• Category/Room/Section Totals: If enabled, the totals for each category/room/section will be shown.
• Category/Room/Section Breakdown: If enabled, a breakdown of individual items in each category/room/section will be displayed.
• Item Detailed Pricing: If enabled, the pricing details for each item will be shown (cost, markup, etc). For further control over detailed pricing, use the Columns section to select which pricing columns are shown.

Columns

In the columns section, you have complete control over the visibility of each column in the document. Columns in this section will vary depending on the type of document you are working on, but include images, descriptions, quantity and various pricing components.

Totals

You can show or hide the entire Total breakdown by using the toggle at the top of this section. To control individual elements of the Total, use the tickboxes next to each one.

• Subtotal Breakdown: If enabled, the subtotal and any VAT totals will be shown.
• Total: If enabled, the document total will be displayed.
• Payments Totals: If enabled, Amount Paid and Balance Due will be shown.

Approval

• Electronic Signature: If enabled, the electronic signature section will be visible.
• Approve Per Line Item (Estimates/Proposals): If enabled, the recipient will be able to approve or decline line items individually.
• Issue Upon Sending (Invoices): If enabled, the invoice will be issued (locked from editing) when sent.