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How do i not include bank details when doing a quote

 
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Re: How do i not include bank details when doing a quote

It would be helpful to know some details about this, huntshydronic.

 

Which field in the quote shows the bank details? Does it show your details or your customer's?

 

I can think of a way to delete the Bank details on your Quote. You can delete the information in the Message displayed on quote or Message displayed on statement. 

 

I've added screenshots on how to remove the Bank details.

y.PNG

 

Feel free to check this article and learn on how to customise quote.

 

Let me know how it goes. I'll be around.