Client Invoicing - Extraneous Detail
I just 'Rebilled' to create an invoice. Some surprises:
- My Policy name shows in the upper left hand corner; I can't imagine how that helps my clients, or that my clients will understand it, and it might cause confusion. How do i remove it.
- The 'From / To' email notes duplicate my identity as the sender, which shows over at the right margin. How do i remove one or the other, preferably the 'To / From' detail?
- "Policy Violations" are called out publicly right on a Client's Invoice, which say "Duplicate Expense". That will make me look like I'm committing fraud by double dipping by trying to collect on other folks' receipts. There must be a way to remove this, right?
- The "Report History and Comments" shows publicly, so if I edit an invoice 3 times, my client can see that detail. How do I remove this section?