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November 1, 2019
Question

Message displayed on estimates

  • November 1, 2019
  • 1 reply
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1 reply

MikiD
November 1, 2019

Would you like to have a message showing on the estimates, jenny26?


If so, here are the steps to do this:

  1. Click the Gear icon at the top. 
  2. Select Custom Form Styles under Your Company. 
  3. Click Edit on the Estimate template. 
  4. Go to Content tab. 
  5. Click the bottom part of the form. 
  6. Enter your message on the Message to customer field. 
  7. Click Done.  

Check this out to learn more about customizing a sales form: Customise your invoices, estimates, and sales receipts in QuickBooks Online. 

 


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