Reckon One: editing Estimate Template

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Stacey Hodges
Stacey Hodges Member Posts: 1 Novice Member Novice Member
edited October 2024 in Reckon One
Hi,

Does anyone know how to edit the Note, T&Cs and Payment Notes sections of an Estimate Template now that the General Settings tab has changed?

This is how I used to make changes previously: https://community.reckon.com/reckon/topics/reckon-one-enhancements-3-june-2016

Thanks,

Stacey

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  • Shane_6461899
    Shane_6461899 Reckon Staff Posts: 326 Reckon Staff Reckon Staff
    edited February 2020
    Hi Stacey,

    The terms and conditions, and payments notes are done under settings > money in > estimates.  Make sure you add those fields by going into Manage Templates > Footer.  The customer notes are entered on the actual estimate.

    Regards,
    Shane.


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