Turn on suggestions
Auto-suggest helps you quickly narrow down your search results by suggesting possible matches as you type.
Showing results for
posted
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.
Feel free to check this article and learn on how to customise quote.
Let me know how it goes. I'll be around.