A redacted invoice is a modified version that omits personal information. It enables clients to send an agency to host invoice (in addition to a regular invoice) that removes personal and timesheet details, expense documents or attachments (even if these are enabled in the assignment configuration), retaining only essential financial information for invoice payment purposes.
Turn on "Send redacted invoice"
Step 1: Click Timesheets > Hosts > look up the Host company > click to open the Company settings
Step 2: Click on Invoice settings > click Edit on Invoice recipient
Step 3: Turn on the toggle for Send redacted Invoice, then enter the email address of the redacted invoice recipient, then click Save.
Note: When enabled, it will send the redacted version of the invoice to the recipient(s) while simultaneously sending the standard invoice.
Preview a Redactive Invoice
Step 1: Open the Host invoice > click Preview > select Redacted Invoice
Step 2: The preview of the redacted invoice should appear.