Customize Text for Estimates (How-To)

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.

 

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