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Blackburns
Level 1

Edit Customer Message within Different Estimate Forms

I'm trying to edit the "Customer Message" within multiple "Estimate" & "Invoice" forms. Right now, it says (This message applies to all estimates) underneath the "Customer Message," but I want different verbiage for different Estimates.

 

For example, I want the "Customer Message" to be different on our "Flooring Estimate" than it is for our "Cabinet Estimate."  Please advise.

2 Comments 2
Adrian_A
Moderator

Edit Customer Message within Different Estimate Forms

Hello there, Blackburns.

 

I have a workaround so you can enter a different message for each estimate.

 

Currently, there's a change in modifying an estimate. The message defaults to all estimate forms. 

 

As a workaround, you can use the Add footer text field.

 

Screenshot 1.JPG

 

Before saving, give it a name that will differentiate it from the other estimate.

Screenshot 2.JPG

 

Also, when you're ready to create an invoice from the estimate, you can check this reference: Create and send estimates in QuickBooks Online.

 

I'm just a post-away if you have concerns about converting an estimate into an invoice. I'll be happy to lend a hand.

Blackburns
Level 1

Edit Customer Message within Different Estimate Forms

Thanks for the suggestion. I did try the footer, but the footer box doesn't hold as many characters as  the message box.  Is there any way to make the footer box larger?

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