You can now view additional invoice details, such as Tax, Surcharge, Total Amount, Material Cost, and other required fields before sending an invoice to the customer.


To view these details on the Invoice Summary page, you need to add the required field API names to the TimeTracker Flag.


Configure the TimeTracker Flag

  1. From the Admin ID, go to TimeTracker Flags.
  2. Search for the following flag:
    invoice-send-additional-fields

  3. In the Text Value field, enter the API names of the fields you want to display.

    For example:

    Invoice_Number__c,Invoice_Date__c,Due_By_Date__c,Invoice_Status__c
  4. Make sure that all field API names are comma-separated.
  5. You can add up to 10 field API names that you want to display on the Invoice Summary page.
  6. Click Save.

View the Additional Invoice Details

After configuring the flag:

  1. Go to Invoicing.
  2. Search for the invoice for which you want to view the details.
  3. Click the Invoice Number to open the invoice.
  4. Click Send Invoice.
  5. The Invoice Summary page will display the additional fields configured in the invoice-send-additional-fields flag.
  6. Review the invoice details before sending the invoice to the customer.