Give your staff the event details they need while controlling whether the report includes client contact details and completed To-Dos.
Steps
Open Settings, then Invoices & payments > Invoice Settings > Invoice Detail Report.
Choose whether to include Client Info (Email and Phone Number). Leave this off if the people receiving the report do not need those contact details.
Choose whether to include the Event To-Do Print Out. This can include planning information completed in event To-Dos.
Save your changes, then download a detail report and check it before sharing it.
What the report is for
The detail report brings together event information, purchased packages/add-ons and allocated inventory. It is different from the client invoice. Review the downloaded copy before giving it to staff or another person; adding client information changes what they can see in that file.