Formitize Help Desk

A CSV report can be downloaded of invoices and include Line Items in your Web Portal > Reports > Invoices > Select Default CSV with Line Items >...

When sending an invoice, you're able to send to other email addresses by adding them in the 'To' section of the Send Email form, separated by a ...

You can add your Client's Site Name onto the invoices that you send to your clients by updating the address format in your Account settings on the Web P...

To hide line item prices on an invoice in the Web Portal  > Setting Cogs > Accounts > Invoices > Invoice PDF Options > Select no under Show l...