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Estimate note
Updated over a month ago

Estimate notes provide important information to customers, such as payment terms or additional details needed when viewing or paying invoices. This setting allows you to include a note at the bottom of every estimate sent to customers, ensuring they have the necessary information.


View Setting

➡️ Go to Profile Button > Settings >Estimates > Estimate Note.


Add an Estimate Note

  1. Enter the note you wish to appear on all estimates.

  2. Click Save.


Example: Below is an example of how the estimate note will appear on a customer estimate.

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