Client Views For Invoices

You can see what the client will see on the invoice public view, by clicking on the action button for the invoice you want to see in the main estimate list. You will see an option "Client View" which will open the invoice in a new tab. This is exactly what your client will see!

Editing Client view:

You may or may not want your client seeing everything your invoice has. In this case, we have a lot of options for you to show your client on the client's view when you send them the estimate link.

The first is while creating the invoice:

When clicking on the Client View option, you can show or hide various components of the invoice, but this differs slightly than estimates as invoices do not have the approval workflows.