How to add additional lines in estimates?

bmistry
bmistry Member Posts: 58 Reckoner Reckoner
edited August 26 in Reckon One

How to add lines in estimate similar to ones in Invoice?

There is no provision for adding lines such as shown in the attached. I had to use invoice template for quotation and had to remove/blank out invoice wording.

image.png

Answers

  • bmistry
    bmistry Member Posts: 58 Reckoner Reckoner
    image.png

    This is actually invoice temlate used for Estimate. There is no lines provision in estimate template.

  • Rav
    Rav Administrator, Reckon Staff Posts: 14,657 Reckon Community Manager Community Manager

    Hi @bmistry

    The new invoice experience that you've recently switched over to allows for the additional features and functionality (such as the ability to add additional lines) and is currently specific to invoices only.

    Estimates currently uses the 'classic' templates which unfortunately, doesn't support adding custom/additional lines at this stage.

    I would strongly recommend adding this as a feature request to our Reckon One Ideas page as I'm sure it'll attract votes from other users as well.

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