In the current version of InvoiceOwl, job details and custom fields on invoices are managed through the Template Designer and directly on each invoice or quote.
To customize your document layout:
- Click Settings in the left sidebar.
- Under the Documents section, click Template Designer.
- Use the designer to control which fields and sections appear on your invoices and quotes.
When creating or editing an individual invoice or quote, you can add specific job details, notes, and line items directly in the document editor.
The old swipe-to-delete and popup-edit interface for job details has been replaced with this more straightforward approach.
On the Mobile App
- Tap the More tab (bottom right).
- Tap Template Designer to customize which fields appear on your invoices and quotes.
Use the Fields settings within the designer to control what information is displayed on your documents.