In Productive, you can customize your document exports by hiding specific fields on proposals, budgets, purchase orders, and invoices. The fields available for hiding will depend on the type of document you’re working with.
How to Hide Fields
To hide fields on any of your documents:
Go to Settings
Navigate to Settings > Document templates.Select the Document Type
Choose whether you're editing proposals, budgets, purchase orders or invoices.Hide Fields
Click on the eye (👁️) icon next to the field you want to hide.
Deal Proposals and Budgets
Invoices
Example: Hiding Fields on Invoices
By default, the invoice template includes several visible fields. However, you can customize the view by hiding certain fields.
For instance, you might want to show only the description, amount, and grand total on your invoices. Here's how it would look after hiding the other fields:
Before: All default fields are visible.
After: Only the description, amount, and grand total fields remain visible.
Important Notes
Template Compatibility
Hiding fields is supported on both existing and new templates.Supported Designs
This feature is available for both the Standard and Elegant template designs.