How do I hide equipment on financial documents?

You can hide equipment from quotations and invoices, while still showing it in your packing slip. This way you can avoid filling your documents with items your clients don't care to know about (e.g. cables). You have 4 options to do this:

  • Hide an equipment group - In the equipment tab of your project : Double-click on an equipment group name, and select 'No' in the "Show in price calculation" box.
  • Price accessories as 0 - Make sure to setup your templates to hide items with price = 0 (take into account that equipment items discounted 100% will not be shown either).
  • Default behavior of a content for physical/virtual combination - Set up a physical/virtual combination so that its content isn't shown in financial documents
  • Override and hide - During document generation, all content of a physical/ virtual combination can be hidden (or shown) regardless of the default behavior of the content of a physical/ virtual combination.

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