How to Hide Any Field from Sales Invoice Design and Commercial Documents
General Rule: Any field visible in the invoice design (due amount, payment method, payment account, tax number, due date, or any other field) can be hidden by deleting its code from the template design. Each field in the designer has a corresponding code in the format %%field_name%% , deleting the code hides the field from the document.
This method applies to sales invoices, simplified tax invoices, and credit notes , the same process for all commercial documents.
How to Handle a Customer Request:
- Ask the customer which field exactly they want to hide.
- Ask them: “Are you using the new designer or the default designer?”
- Direct them to open the designer and delete the code corresponding to the desired field (codes are visible within the design in the format
%%...%%).
Practical Example: Hiding the “Due Amount”
Important Note: The hiding applies to all old and new invoices after saving, not to each invoice individually.
First Case: The New Designer
- Open the new invoice designer from the invoice design settings.
- Search within the design for the following code:
%%cd_due_amount%% - In the default designer the code may appear as: %%amount%%
- Delete this code from the designer.
- Save the changes , and the “Due Amount” will no longer appear in the invoice or document.
Second Case: The Default Designer
- Go to Settings.
- Select General Settings.
- Click on Sales Invoice Settings from the top options.
- Scroll down and uncheck the “Use Default Format” option.
- Find the phrase “Due Amount” and delete the code shown next to it.
- Save the changes.
Clarifications for the Customer
- An important clarifying question before providing the steps: “Are you using the new designer or the default designer?”
- The same method works to hide the due amount whether it appears at the top of the invoice or in the totals section after the total.
- The application is general , covering all old and new invoices, not each invoice individually.
