Step 6: Customizing the Invoice Screen

• You can personalize the invoice screen just like the overview screen.
  
  
  
• Remove and move the desired fields and then Save the view. Set it as favorite.
  
  
  
• You have the option to rearrange the columns by dragging and dropping the fields.
  
  
  
• If you have access to multiple companies, customize the view for each company.
  
  
  
• Add comments to individual invoices to track their history for others.
• Mention other users by typing "@" before their name and press Enter to send a message.
• Tagged users can read the invoice but can't approve it.
   

Step 7 - Comments - Inbox >