Logo, Bill To, company contact, payment terms, invoice number, issued date, due date, project reference, job site address, building specs, line items, subtotal, tax, total, payment schedule, paid/balance, notes, payment instructions, document links and footer are all independently toggleable. Defaults out of the box are deliberately simple — no material breakdown, no building specs.
Also called: invoice template · hide the material breakdown · what shows on the invoice · modular sections
- 1The editor's section panel toggles ids in an IncludedSections map stored on the invoice row.
- 2The viewer gates every block on that map, so admin preview, print and customer portal render identically.
- 3Save as Default writes the current combination to invoice_settings.default_included_sections for every future invoice.
- 4Resolution order is per-invoice override, then tenant default, then built-in default.
Builders disagree about what belongs on a bill — some want the material breakdown and the specs in front of the customer, others want a header, an amount and the terms and nothing more. Picking one default just meant every invoice got edited back by hand. Each block on the invoice is a switch now, and whatever combination a business settles on becomes the default for the next one.
- One fixed invoice layout that exposed detail some builders refuse to show.
- Re-configuring the same toggles on every new invoice.
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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