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Estimate note

Updated over 10 months 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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