Please Help

AdolfAdolf Member Posts: 1

is there a way of saving a template eg estimate so that when i generate the next estimate i dont have to redo banking details under notes, footer etc?


  • JamieDJamieD Administrator Posts: 637 admin

    @Adolf In this case, all you will need to do is make sure that you go to your Settings and click on 'Invoice Customization' -- from here, you will be able to add information to the Estimates section so that it will be saved and added every time you create a new estimate.

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