Estimate and Invoice Transparency Settings

Transparency settings give you control over what data does or doesn't show up on customer facing estimates and invoices.  

1. Click the Shop Settings section on the bottom of the left menu bar.
2. Click the 5th tab, ESTIMATES/INVOICES.
3. Estimate & Invoice Details table - here you control what your customers see on the invoices & estimates, and your Terms of Service.
4. Click into the Transparency Settings section to setup your invoice and estimate settings.
   1. Here you can select what details you'd like your customers to see on the invoice and/or estimate. 
5. Once you finalize your transparency settings, click SAVE SETTINGS. 

For more information on how this looks on the PDF version, please download the Transparency Data Mapping linked below. 

IMPORTANT NOTES:

• The transparency settings for invoices can be different from transparency settings of estimates - it's up to you! 
• Sometimes you might need to change your transparency settings for warranty situations. You can adjust transparency settings for one-off situations from within the individual repair order without changing your shop-wide transparency settings. 
  • To do this, click the printer icon on the top right corner from within the repair order, then click 
    "Transparency"