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Wed Dashboard: What Information to Show on and Invoice / Estimate

 

 

1. From your computer, log into the Web Dashboard.

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2. Click on Settings.

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3. Click on Document Settings.

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4. Show on Document allows you to define what fields show on your estimates & invoices.You can mouse-over the "i" icon to see where each of these items displays on the document.

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5. Click Save.

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You can now see this information on the preview screen.


On your mobile device, tap Refresh.

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