At the moment it’s not possible to amend/rearrange/change the fields shown on the contact record when they have invoices. Our invoices are created via the Stripe integration and so some of the default fields are empty.
Like with other association cards you should be able to amend the fields shown
I need this, too. Xero invoices settled via credit note display as ‘Paid’ which is very misleading at a glance. I need to be able to see amount paid vs amount credited on the summary card.
This would be incredibly helpful - we have a custom field to show the amount invoiced vs the expected amount of a deal, but it is pulling in the full amount of the invoice including HST, whereas I need it pull the subtotal of the invoice prior to tax. This way the amounts invoiced will be more in line with the amounts projected on our deals, and not all of our invoices charge HST so I’m not able to use a blanket calculation in the custom field to remove the tax amounts.
Yes this would be super helpful
Yes, I want to update what’s shown and also be able to sort the order. I want the latest invoice first and to show invoice date and invoice amount etc
