Customize Text for Estimates (How-To)

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Each business location can customize the text that appears at the bottom of the estimate. 

 

Customize Text for Estimates

  1. Navigate to Left-hand Navigation: Admin » Invoice and Receipts Options » Location Settings » Estimate Custom Text.

  2. Select the location you would like to edit.

    Location settings with Orange County selected.

  3. Enter your custom text. Updates will automatically save.

    Text editor interface with formatting options.

Tip:  Text entered in this field will also display at the top of the estimates in the Customer Portal when customers are requesting reservations.

 

Customize Text for Small Estimates

Text entered here will display on the bottom of estimates printed on small tape receipts.

  1. Navigate to Left-hand Navigation: Admin » Invoice and Receipts Options » Location Settings » Small Estimate Custom Text.

  2. Select the location you would like to edit.

    Location settings with Orange County selected.

  3. Enter your custom text. Updates will automatically save.

Screenshot 2025-09-07 at 9.23.34 AM.png

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