✨ What This Means
You can now customize which columns appear in your invoice list, giving you full control over the information you want to see at a glance. This helps you tailor the dashboard to your workflow — whether you’re tracking due dates, reviewing payments, or checking client details.
📋 How it works
Click Configure in the top‑right corner of your invoice list and toggle the choices on or off.
After clicking Configure, you’ll see the available column choices. From here, simply toggle each option on or off depending on what you want to display in your invoice list.
📋 Available Columns You Can Toggle
Here are all the column options you can enable or disable: (click the arrow button to see description)
📅 Due date
📅 Due date
Shows when the invoice is due. Great for tracking upcoming deadlines and identifying overdue items.
📆 Event date
📆 Event date
Displays the event date associated with the invoice. Useful for vendors who bill around weddings, shoots, or scheduled services.
💰 Paid on
💰 Paid on
Shows the date the invoice was paid. Helpful for reconciliation and financial reporting.
💳 Payment method
💳 Payment method
Displays how the client paid (card, bank transfer, ACH, etc.). Ideal for accounting and understanding client payment preferences.
📧 Client’s email
📧 Client’s email
Shows the client’s email address directly in the list. Useful for quick communication or cross‑checking client records.
📝 Note to client
📝 Note to client
Displays any notes you added for the client. Helpful when you want context without opening each invoice.
👀 Last seen
👀 Last seen
Shows when the client last viewed the invoice. Great for understanding client engagement and timing your follow‑ups.
Once you enable a column and click Save, it will immediately show up in your invoice list alongside your existing columns — for example:
❗Important note:
You can select multiple column options at the same time.
Toggle on as many as you need to customize your view
All selected columns will appear together once you click Save
This makes it easy to tailor your dashboard to different workflows
📞 Need Help?
If you have questions about configuring your invoice columns — or run into anything unexpected — our team is here to help.
You can chat with us directly in the app or email us anytime at [email protected].