Settings for Estimate and Invoice

Easily change Estimate and Invoice default settings as per your business requirements.

A) Estimate Settings:

Step 1: Click ‘Estimates‘ from the menu.

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Step 2: Click ‘Settings‘.

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Step 3: Scroll to ‘Estimate Settings‘.

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Step 4: Make necessary changes and click ‘Save Changes‘.

B) Invoice Settings:

Step 1: Click ‘Invoices‘ from the menu.

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Step 2: Click ‘Settings‘.

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Step 3: Scroll to ‘Invoice Settings‘.

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Step 4: Make necessary changes and click ‘Save Changes‘.