Follow

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

 

 

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

Screen_Shot_2017-07-10_at_11.08.28_AM.png

 

 

2. Click on 'Settings'.

Screen_Shot_2018-04-18_at_4.42.55_PM.png

 

 

3. Click on ‘Show on Document’ section.

Screen_Shot_2017-07-31_at_2.14.57_PM.png

 

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.

Screen_Shot_2017-07-31_at_4.35.27_PM.png

 

5. Click 'Save'.

Screen_Shot_2017-07-31_at_4.43.35_PM.png

 

You can now see this information on the preview screen.

 

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk