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Web Dashboard: Add Default Comments on Invoices / Estimates

1. From your computer, log into the Web Dashboard

 

2. Click on Settings.

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3. Click Document Settings.

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4. Scroll down to the bottom of the page. Insert your default comment and click Save.

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The default Comment is attached to an invoice or estimate after you Save the document.

If you edit or add a comment while you are creating a new estimate or invoice, then the app assumes that you want to use this comment rather than the default.
The default is only evaluated when you press the Save button.

 

 

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