How to Display Pre-Tax Amount and Tax Columns in Sales Invoices / Customize Invoice Table Columns

Context: The customer is asking about showing/customizing columns on the Sales Invoices list page (such as the “Pre-Tax Amount” column or “Tax Value” column), or says that a column was previously visible and disappeared.

The Facts You Need to Know Before Responding

• The Sales Invoices list page in Qoyod displays only fixed default columns (Reference, Customer Name, Issue Date, Due Date, Total Amount, Total Amount (Foreign Currency), Balance, Balance (Foreign Currency), Status, Options).
• Column customization is not available (showing/hiding pre-tax or tax columns) within the list page.
• The page has not changed and no columns have been removed in a previous update, so do not confirm to the customer that the column “was present and was removed”.
• Do not confuse this topic with the “Additional Fields” feature. Additional Fields pertain to the invoice form itself (the invoice creation form), not the list table columns. This is a common wrong answer—avoid it.

The Correct Response to the Customer

Sure, currently the Sales Invoices list page displays fixed columns with no option to customize columns or add a “Pre-Tax” or “Tax” column directly in the table.

The Approved Alternative: You can extract all the details by exporting the list to Excel, and the file automatically contains the following columns:

• Reference
• Description
• Entity
• Status
• Issue Date
• Due Date
• Location
• Pre-Tax Total
• Tax Value
• Total
• Amount Paid
• Amount Due
• Terms and Conditions
• Notes
• Performance Bond

Export Steps

1. Go to Sales ← Sales Invoices.
2. Apply the filters you need (Date, Status, Customer, etc.) if you want to export a specific range.
3. Click the Export button at the top of the page and select Excel.
4. The file will be downloaded and display the pre-tax amount and tax value in separate columns alongside the total.

What Not to Say

• Do not suggest “Additional Fields” as a solution—it’s incorrect for this request.
• Do not say the column “was removed” or that there is a setting to customize columns—it’s not available.
• Do not guess steps to show the column within the list.

When to Escalate to Staff

If the customer insists on the feature being in the list, or requests to submit a feature request/Feature Request to add column customization, escalate the conversation to the relevant team with a summary of the request.

Keywords: Customizing Sales Invoice columns, showing pre-tax column, hiding column, table columns, customizing invoice table, tax column in the list.