Customize Item Columns in Your Documents

EasyBilling provides flexibility in how you display information in the line items of your documents, such as invoices, quotations, or receipts. While a default set of columns (Description, Unit Price, Qty, Total) is pre-selected, you can enable additional columns and even reorder them to suit your business needs.

Available columns you can choose from include: ID, Photos, Supplier, Length (m), Width (m), Height (m), N.W. (Net Weight), G.W. (Gross Weight), Spec (Specifications), Info 1, Info 2, Info 3, Unit, Unit Price, Qty, Discount %, and Taxable.

This guide will show you how to customize these columns using the “Columns” and “Columns Order” settings.

Enabling and Disabling Columns (and Adjusting Width)

You can easily choose which columns appear in your document’s item list and set their widths.

1. From the EasyBilling main menu, navigate to “Customize Document > Columns“.
2. Select the document type you wish to modify (e.g., Invoice, Quotation, etc.).
3. A popup window will appear. On the left side, you’ll see a list of available columns, and on the right, a preview of your document.
   
4. To enable a column: Simply check the box located before the column name in the list.
5. To hide a column: Uncheck the box next to its name.

6. To set column width: In the “Width (mm)” column next to each column name, enter the desired width in millimeters. This allows you to control how much space each column occupies in your document.

   Important Note: The “Description” column is a fixed column and cannot be hidden. Its width is dynamic; it will automatically occupy the remaining space in the line item section after the widths of all other enabled columns have been accounted for.

7. Once you’ve made your selections and adjustments, click the [Save] button at the bottom of the window to apply the changes.

Reordering Columns in Your Document

You can also change the display order of the columns in your document’s item list.

1. From the EasyBilling main menu, go to “Customize Document > Columns Order“.
2. Select the document type you will wish to modify.
3. The popup window lists all available columns in their current order.
   
   • Note that any columns you have disabled in the previous “Columns” setting will be marked with [HIDDEN].
   • Some fields may be fixed (e.g., “Total”) and cannot be reordered; these will be marked with [FIXED].
4. To reorder a column:
   1. Click on the column name you wish to move to select it.
   2. Use the blue Up arrow button (at the top right corner of the list) to move the selected column up in the order.
   3. Use the blue Down arrow button (at the top right corner of the list) to move the selected column down in the order.
5. After arranging your columns to your preference, click the [Close] button at the bottom of the window. The changes will be saved automatically.

By following these steps, you can effectively customize the columns in your EasyBilling documents to present information exactly as you need it.