Support » Plugin: Sprout Invoices - Client Invoicing & Estimates / Quotes » Removing #doc_history from invoices

  • Resolved jbkeefer

    (@jbkeefer)


    The invoice pages show #doc_history which includes things like admin login name and I do not want that information being published to pages. Is there a filter I can remove to avoid this being published on the invoice pages? I was unable to remove using CSS as well, e.g.

    Edit to child theme CSS does not seem to be effective, either. The following has zero effect, despite working in inspector.

    #doc_history {
        display: none !important;
    }

    Also, it seems like anyone can look at the invoices including nefarious crawlers. They would be able to get account and billing information, etc. How do you suggest I secure the invoices?

    I am looking at a couple add-ons, recurring charges, for example, but I need a few kinks resolved. You appear to have the most polished product I have tested so far, kudos!

    Thank you!

    Jamie

Viewing 8 replies - 1 through 8 (of 8 total)
  • javad2000

    (@javad2000)

    I definitely agree. I don’t like to show those history items under my invoices either. I think they are absolutely redundant for our clients. I have never seen a real invoice that writes the history of updates and modifications like a story at the bottom of page. I believe they are even redundant in the administration area, except for creation date and last update date and notification dates. I also agree that Sprout Invoices is the most polished invoicing system I have seen so far, so I need to thank for it.

    Plugin Author Dan Cameron

    (@dancameron)

    Hello,

    First, apologies for the delay in responding; I’m not sure I wasn’t notified of the original message from Jamie.

    This filter will hide the history – http://docs.sproutapps.co/article/126-customization-hiding-history

    However, if you want to simply remove it you could use a template override of the estimate and invoice templates. http://docs.sproutapps.co/article/38-customizing-templates

    Cheers.

    Perfect!

    Thank you!

    Jamie

    I guess one additional issue is the access to invoices by unauthorized users.

    Any suggestions, or perhaps I am mistaken and the pages do require login?

    Some clients may not want to log in, so perhaps a auth key of sort that only allows the link sent via email is allowed to access page?

    Just thinking out loud.

    Thanks.

    Jamie

    I also have the same concern. I prefer the invoices to be publicly available, so my clients won’t have to login for viewing their invoices, but some clients might not like other people to be able to see their invoices. Therefore, I agree with the idea of auth-code embedded in emails. I also think these options: public, private, and auth-code must be customizeable, because different people might have different views.

    Plugin Author Dan Cameron

    (@dancameron)

    Hello,

    There’s an add-on for that type of functionality – https://sproutapps.co/marketplace/protected-invoices-estimates/

    The pro version has unguessable urls schemes included, so you could also consider purchasing a license.

    Cheers.

    PS: Please create a new support thread if the questions diverge, it helps others when searching.

    Hello Dan
    Thank you for the feedback. Sorry for the diverging topic.
    I have purchased a Pro license now.
    I see the pro version is a bit different from the free version, but the problem of history on invoices still exists. I read your guides, but I could not find the custom template designer of Sprout Invoices. I went to “Edit Invoice” page and I saw a link that said:
    Custom Templates

    I clicked on that link and it said:
    No custom templates found.

    Again I clicked on Custom templates and it went to the documentation pages instead of custom-templates page.

    You said in your documentation:

    >On the estimate or invoice screen click the Customizer and edit some of the basic styles for each template.

    I don’t understand. Are you talking about “Edit Invoice” or “View Invoice” page?
    In neither case I could find any customizer. Where is it exactly? Please give me the exact address. Maybe I am misunderstanding.

    > Note: If the Customizer link is not showing, make sure you are viewing and invoice (or estimate) from the front-end and not the admin; the same page your
    clients will see.

    What do you mean exactly? Do you mean we should log off from WordPress and go to “view Invoice” page? I logged off and went to “View Invoice” page, but I found no customizer link. I could not customize the invoice. My invoice has 3 main problems and I don’t know how to customize them. I discuss those problems in a separate topic, as you suggested.

    Plugin Author Dan Cameron

    (@dancameron)

    Hello,

    The customizer is limited to a certain set of customizations.

    In your case you will need to modify your child theme, bringing over some custom templates and/or adding CSS to your style.css file.

    The documentation goes over this after the customizer options.

Viewing 8 replies - 1 through 8 (of 8 total)
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