How to Display 'Created By' field in Quotation/Invoice/other Accounting Document?

As a business owner or as a manager, it is important to know which team member created a specific invoice, quotation, or other accounting document.

Below are the steps to show the "Created By" field directly on your accounting documents.

Open the Document (Quotation/Invoice/Purchase/Expense etc..)
On the Document preview page go to Summary Section-> Checkmark "Show in Document" option.

That's it!

You can now easily identify who created any accounting document, helping you stay organized and maintain clear accountability within your team.

In case you need further assistance, reach out to us on live chat support or drop an email at care@refrens.com.

Updated on: 11/03/2026

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