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October 18, 2023
Question

I'm trying to add notes for my customers on estimates and invoices but can't find the section to do it?I have found the templates but that's for the emails

  • October 18, 2023
  • 1 reply
  • 1 view
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1 reply

Level 14
October 18, 2023

Hello Useringo149, thanks for posting on the Community page, you can put a note on the estimate in the box that says  Message displayed on estimate and you can also put a note on the invoice in the box that says Message on the invoice. You would have to add it on each time you create an estimate or invoice.