---
key: set-display-and-payment-options-on-a-quote-or-invoice
title: Choose what a quote or invoice shows and how it can be paid
audience: staff
section: sales-billing
routes: ["/quotes/:uid/:panel", "/quotes/:uid/edit/:panel", "/quotes/new/:panel", "/invoices/:uid/:panel", "/invoices/:uid/edit/:panel", "/invoices/new/:panel"]
permissions: ["billing.invoices.update", "billing.quotes.update"]
features: ["billing.invoices", "billing.quotes"]
since: 0.0.1
updated: 0.0.1
status: published
summary: Use the Manage panel on one quote or invoice to show or hide columns, allow card or bank payment, add how-to-pay instructions, change its tax profile or template style, and print or send it later.
keywords: [hide sku, show line dates, payment instructions, e-transfer instructions, accept credit card, template style, tax profile, send later, schedule send, print later]
related: [ask-for-a-deposit-on-a-quote, see-the-history-of-a-quote-or-invoice, set-invoice-terms-and-quote-expiry-defaults, choose-whether-billing-emails-attach-a-pdf, print-documents-in-a-batch]
---

In the sidebar, open **Sales & Billing**, then **Quotes** or **Invoices**, and open one from the list, or start a new one. The settings for that one document are in its **Manage** panel, whose page address ends in `/manage`.

These choices apply to this quote or invoice only. To change the starting point for every new one, see [[set-invoice-terms-and-quote-expiry-defaults]].

## Steps

1. Open the actions menu (the three dots at the top) and choose **Manage**. The panel opens with the document's number at the top.
2. Press a section's name to open it:
   - **Customization** holds the switches for what the customer's copy shows: **Show shipping**, **Show line date**, **Show product or service**, **Show SKU** and **Show business number**.
   - **Payment options** holds the ways the customer may pay this document: **Credit card**, **Bank transfer**, **Deposit**, **Discount**, **Shipping fee** and **Late fees**. Under **How to pay**, type instructions such as your e-transfer address; they print as their own block on the PDF and in the email. On a quote, this section also holds the deposit schedule; see [[ask-for-a-deposit-on-a-quote]].
   - **Financial context** holds the **Tax profile** new lines use, and the **Currency**.
   - **Design** holds the **Document preset**, the **Template style** (**Standard**, **Modern** or **Compact**) and the **Package presentation**, which decides how grouped lines appear to the customer.
   - **Scheduling** holds **Print later**, which leaves the document waiting in the print queue, and **Send later**, which holds it and sends it at the time you set.
3. Close the panel and press **Save**. Changes made in **Manage** are part of the document and are not kept until you save.

## What you see

- The first section, the status timeline, shows what has happened to the document so far. See [[see-the-history-of-a-quote-or-invoice]].
- **Customer-facing presentation**, lower down, has the same five show and hide switches as **Customization**. Changing one changes the other.
- A document waiting under **Print later** shows up in the print queue. See [[print-documents-in-a-batch]].

## If something looks different

- The switches are greyed out: the document is open for viewing only. It has been paid, voided, converted or withdrawn, or your role cannot edit it.
- **Currency** cannot be changed: new money activity always uses your organization's currency.
- **Credit card** is on but the customer cannot pay by card: Nova Payments is not set up yet. See [[set-up-nova-payments]].
- The customer already has the document: press **Save**, then send the update so they see the change.

[[route:/invoices|Open Invoices]]