#mike_tobia

1 messages · Page 1 of 1 (latest)

spring muralBOT
atomic robin
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Hi 👋 you will need to add it before the Invoice is finalized, once finalized most of an Invoice object is locked. Adding an additional Invoice Item sounds like it'd be a good option, especially if you want that to appaer as an additional line on the Invoice.

tidal gale
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Thanks Toby! The invoice is meant to be opaque to the customer, would they only see the charge?

atomic robin
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Depends on your settings and integration patterns. If you don't email out finalized Invoices, and don't allow Customers access to the Customer Portal, then I think it would be hidden from them.

tidal gale
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Awesome, appreciate your help!