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Sue5
Level 1

Is it possible to have EFT bank payment details only on the last page of a quote when my quote takes 2 pages?

 
1 Comment 1
Catherine_B
QuickBooks Team

Is it possible to have EFT bank payment details only on the last page of a quote when my quote takes 2 pages?

That's possible, Sue5. 

 

You can customise your Quote template and enter the EFT bank payment details under the Footer content. 

 

Let me show you how: 

  1. From the Gear icon, click Custom Form Styles
  2. Click on Edit for the Quote's (Estimate) template. 
  3. Select Content tab and click the Footer section. 
  4. Enter the EFT payment details on the Message field. 
  5. Click Done to save changes. qoute1.PNG

     

    Qoute2.PNGQoute3.PNG

     

Also, every time you create a Quote, make sure to choose this template. From the Quote transaction, click Customise at the bottom part and select the template.

 

You can check through this article for more details about customising sales forms

 

Let me know if you need further help. Have a good one!