Customer mode - Docs

Hide cost and margin figures with one toggle so you can open the app in front of a client.

Customer mode hides your cost and margin figures throughout the app, so you can pull up a quote, invoice or order in front of a client without exposing what sits behind the price.

Turning it on

Click the eye icon in the top bar to switch customer mode on or off. It applies immediately across the app: cost and margin columns disappear from the products list, and margin is hidden on quotes, orders and invoices wherever it would otherwise be shown.

What it does not do

Customer mode is a per session toggle. It is not saved, so it resets to off the next time you load the app, and it has no effect on the public offer page a client opens themselves, that page never shows cost or margin figures in the first place, on or off. It also only changes what is displayed: nothing about your underlying data changes while it is on.

If your role does not include permission to see costs at all, customer mode is effectively on for you all the time regardless of the toggle, since the toggle can only make things stricter, never reveal figures your role would not otherwise show you.

Tips

Turn it on before opening a quote or invoice on a shared screen, not after, since you do not want a margin column visible while you reach for the toggle.
Remember it resets on reload. If you refresh the page mid meeting, check the toggle again before continuing.
This is a display setting for your own internal views. The offer page you send a client is already safe by design, see Interactive offers.