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Control what invoices and estimates show clients

ZenGrow & ZenAIBeginner3 minutesUpdated August 7, 2026

Go to Settings > Document Appearance and toggle what each line item shows on your invoices and estimates: item photo, description, item code, quantity, and per-item prices. Hiding per-item prices still shows the full totals block, subtotal, discount, tax, and amount due.

Some shops sell itemized and transparent; others quote a lump sum and keep the math in-house. Document Appearance makes that a setting instead of an argument: one page controls what every invoice and estimate line shows your clients.

The toggles

Go to Settings > Document Appearance and flip what each line item displays:

ToggleShows
Item imageThe product photo from your price book next to each line
Item descriptionThe description under each item name
Item codeYour internal item code (SKU) on each line
QuantityHow many of each item
Prices per itemUnit price, tax, and line total on each row

Changes apply to your invoices and estimates everywhere the client meets them, including the online approval and payment pages.

The lump-sum look

Turning Prices per item off is the "one number" quote: clients see the work itemized (what's being done) but not priced line by line. The totals block always remains, subtotal, discount, tax, and the amount due, so the client is never guessing what they owe, only how it breaks down.

Tip

Pair Item image with a well-fed price book: estimates with product photos read like a proposal instead of a receipt, which is exactly the impression you want at approval time.

Frequently Asked Questions

Invoices and estimates, the documents with line items, everywhere the client sees them, including the online approval and payment pages.
Yes, always. The totals block, subtotal, discount, tax, and amount due, appears in full no matter what. Only the per-line unit price, tax, and line total disappear.
From your price book. Items with a product photo show it next to their line when the Item image toggle is on.
No. These settings shape the client-facing documents. Your team keeps seeing everything in WorkZen.

This article answers:

  • How do I hide item prices on an invoice?
  • How do I show product photos on estimates?
  • Can I remove SKUs from client documents?
  • How do I send a lump-sum quote?

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How To Create And Send An Invoice in WorkZenCreate an invoice, add line items from your price book or packages, and send it to your client by email with an online payment link.Video, 2:00Create and Send an Estimate ManuallyBuild an estimate with line items from your price book, send it by email, and let your client approve and sign it online.Video, 2:38How To Use The Price Book in WorkZen"Uhh, I think we charge $200 for that?" isn't a pricing strategy. Here's how to use the Price Book in WorkZen.Video, 1:50Find and review payments on the Payments pageThe Payments page lists every payment and refund across all invoices. Filter by status, method, or date, and correct mistakes with a refund.2 min read

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