How do I Customize Notes to Customers in Estimates App?

Updated on October 24, 2020 05:26AM by Admin

Notes to Customers is a prominent option that allows you to add some additional information for your customer when you send an estimate.

You may also provide default notes for your estimates under Settings → Estimates → Notes to Customer and they will appear on all the estimates created. Let’s customize your notes to customers by following the steps given here.

Steps to customize Notes to Customers in Estimates App

  • Log in and access Estimates App from the universal navigation menu bar.
  • Click on the “More(...)” icon and select “Settings” from the app header bar.
Estimates App

  • Select “Notes to Customers” under the “Estimates” dropdown located in the left navigation panel.
  • Now, the Notes to Customer page will appear.

  • Click on the “Edit” button to change the default template of the notes.
Update Page

  • On changing, click on the “Update” button to complete.
  • Now, the changes made will be reflected while creating estimates.

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