Estimate note

This setting was previously called: Set up an estimate note.

Estimate notes are important for giving information to your customers that may be needed when viewing or paying their invoices. This setting allows you to add said notes. Estimate notes allow you to add an estimate at the bottom of the invoices you send to customers. Estimate notes usually include terms of the invoice, how to get paid, etc.

  1. Go to the profile button > settings > use search functionality or navigate via the left-handed 'Categories' area > Estimate note.

  2. Enter in the note that will appear on all estimates  Hit save.


                             Below, an example of the estimate note in an estimate.