Choose which item details customers see, such as unit, quantity, or rate.

1. Select the item table

Under Templates, open the invoice or estimate design you use. Select its item table.

The template editor shows the actual item table in the document preview.

The template editor shows the actual item table in the document preview.

2. Choose the columns

Open Table Columns. Add or remove the optional columns the design needs and review their headings. Item, quantity, rate, and amount remain required. Apply the columns when shown.

3. Check a document

Save the design and preview a document that uses it. Check a sample row and the total. Hiding a column changes its appearance, not its value.