Enable Remove Items
The merchant enables the document-level Remove Items setting for an estimate or purchase order that will be approved publicly.
- Document-level setting
- Not a per-line optional flag
- Not available on payment links
Estimates and purchase orders
Let a client remove estimate items before approval
When Remove Items is enabled on an eligible estimate or purchase order, the public document can let the recipient remove lines before signing. Every line is removable under that setting; Invoice Crowd does not currently provide a merchant-set “optional” flag for selected lines. At least one line must remain.
- Remove Items must be enabled
- At least one line remains
- Saved only with approval
Last updated:
What is actually available
The implemented Remove Items workflow
The public document starts from the merchant-saved lines, accepts only permitted removals, recalculates from trusted prices and saves the chosen set in the approval transaction.
Before the document is sent
Merchant-controlled setting
Start from trusted saved lines
The public view receives the saved item identities, rates, taxes and adjustments. A recipient cannot replace those commercial facts.
- Identity stays fixed
- Rates stay fixed
- Taxes and adjustments are recalculated
In the public document
Recipient choice
Remove an unwanted line
The recipient can remove a line when the setting is active. The remaining lines keep their original order and identity.
- At least one item must remain
- No new line can be injected
- No line can be submitted twice
Quantity can be separate
If Customize Quantity is also enabled, the recipient can change a remaining line to a positive quantity no greater than 1,000,000. There is no merchant-defined minimum or maximum range.
- Positive quantities only
- System maximum: 1,000,000
- No custom range setting
At approval
Atomic save and signature
Reprice and sign one version
Invoice Crowd recalculates from server-trusted commercial data, saves the selected lines and then records the approval signature in one transaction.
- No browser-supplied prices
- Selected lines become the saved document
- Approval and content stay together
Use the approved document downstream
The approved estimate can follow the normal conversion workflow. The product does not keep a separate declined-line report or per-line optional history.
- Approved content is authoritative
- No separate declined-line ledger
- Normal conversion rules apply
Current boundary
The limits that keep the choice safe
This is controlled line removal, not a configurable product-option system.
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Eligible documents
Estimates and purchase orders awaiting supported public approval.
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Not payment links
Payment-link documents are outside this customization service.
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One item minimum
A recipient cannot submit an empty document.
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No added items
The submitted list cannot contain more lines than the saved document.
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Identity protected
Item ID, name and SKU must match the saved line.
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Order protected
Remaining lines must preserve their original order.
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Trusted rates
The recipient cannot change the unit rate.
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Server repricing
Totals are recalculated from the saved document and allowed changes.
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Separate quantity setting
Changing quantity requires Customize Quantity to be enabled.
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Approval challenge
The public approval must pass the current verification and document-version checks.
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Saved on approval
Changes are persisted with the successful approval transaction.
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No optional flag
Selected lines cannot be marked optional independently today.
Questions
Client-removable items, answered
Can I mark only selected lines as optional?
No. The current implementation uses a document-level Remove Items setting. It does not provide a per-line optional flag.
Can a client remove every item?
No. At least one item must remain on the document.
Can the client change the price?
No. Item identity, rates and the saved commercial rules remain server-authoritative.
Can the client change quantity too?
Only when Customize Quantity is also enabled. The system accepts a positive quantity up to 1,000,000; there is no merchant-defined min/max range.
When are the changes saved?
The permitted line changes are repriced and saved in the same successful transaction that records the public approval.
Does Invoice Crowd keep a declined-item report?
No separate declined-line report is claimed. The approved document content contains the lines that remain.
Offer a controlled choice on the document
Enable Remove Items only when every line may be removed, keep at least one required line in mind, and use the approved document as the saved scope.
- No per-line optional claim
- Trusted server repricing
- Approval and content saved together