Reckon One: editing Estimate Template
Stacey Hodges
Member Posts: 1 ✭
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
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
0
Comments
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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.
1
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