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cam37
Level 1

i have made custom invoice and estimate templates but the payment options from the invoices keeps showing up on the estimates. how can i fix this?

 
1 Comment 1
GebelAlaina_M
QuickBooks Team

i have made custom invoice and estimate templates but the payment options from the invoices keeps showing up on the estimates. how can i fix this?

Hi there, @cam37.

I understand your concern about invoice payment options appearing on your estimates. Let me clarify this for you.

Are you seeing these options on the estimate page or do they actually appear on the print preview?

If the payment options show up on the estimate page, it’s because the invoice payment method is enabled in your Account and Settings, which automatically applies to your estimates regardless of any template customizations.

However, if the payment options are in the print preview, please provide a screenshot to help us determine why it's still showing up on your end.

Let me know if you have further questions, and I’ll be happy to assist!

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