How to Configure the Invoice Client View and Display Settings
Control what your clients see on an invoice, including pricing fields, specifications, and visibility toggles.
Written By Gemma DeMasi
Last updated About 1 month ago
Before exporting or sharing an invoice, you can configure exactly how it appears to the client. The PDF export settings allow you to control visibility, pricing columns, totals, signatures, notes, and overall invoice presentation.
These settings affect the exported PDF version of the invoice and help tailor invoices for different project, procurement, or billing scenarios.
Opening the Export Invoice PDF Panel
Open the invoice.
Select Actions > Download PDF.
The Export Invoice PDF panel opens.
The export panel includes:
Display and visibility settings on the left
A live PDF preview on the right
Page thumbnails for navigation
Header Display Options
You can control which company and invoice details appear in the PDF header.
Available options include:
Company Logo
Company Info
Bill To Address
Ship To Address
Invoice Details
Section Display Settings
If your invoice contains sections, you can customize how those sections appear in the exported PDF.
Available settings include:
Show Section Headers — Display section names in the invoice.
Show Section Totals — Display totals for each section.
Respect Collapsed Sections — Maintain collapsed section visibility from the invoice editor.
When collapsed sections are enabled, you can also choose which summary values appear:
Subtotal
Freight
Tax
Total
Line Item Display Options
You can choose how much detail is shown for each invoice line item.
Available options include:
Product Images
Descriptions
Specifications
This allows you to create either a simplified invoice or a detailed presentation depending on the needs of the client.
Table Column Controls
You can control which pricing and quantity columns appear in the invoice table.
Available columns include:
Quantity
Unit Price
Discount
Markup
Freight
Tax
Line Total
Markup visibility is commonly disabled for client-facing invoices when teams prefer to present only final client pricing.
Footer Totals
You can customize which totals appear at the bottom of the invoice PDF.
Available footer totals include:
Subtotal
Freight Total
Discount
Tax Total
Grand Total
Payment, Notes, and Signature Settings
The Payment & Notes section controls additional client-facing information included in the exported PDF.
Available options include:
Payment Schedule
Notes
Internal Memo
Terms & Conditions
Signature Fields
Thank You Message
Warning: Internal memos are primarily intended for internal use, but they can appear in exported PDFs if the Internal Memo toggle is enabled. Always review the PDF preview before downloading or sending invoices to clients.
Using the Live Preview
The PDF preview updates in real time as display settings are changed.
Use the page thumbnails on the right side of the screen to:
Review page layouts
Confirm totals and visibility
Verify signatures and notes
Check formatting before export
Downloading the PDF
Once your display settings are configured, click Download PDF to export the invoice.
PDF export settings are configured individually during each export session and are not saved automatically for future invoices.
Important Limitations
- PDF export settings are configured per export session and are not saved automatically for future invoices.
- Internal Memo content can appear in an exported PDF if the Internal Memo toggle is enabled.
- Changing PDF export visibility does not change the internal invoice data.
- Markup, pricing, section totals, notes, terms, and signatures should always be reviewed in the live preview before downloading or sending an invoice.
What Happens Next?
After configuring invoice display and PDF export settings, teams commonly:
- Download the exported PDF
- Send the invoice to the client
- Collect client approval or signatures
- Record payments against the invoice
- Archive or share the exported PDF as part of project records