cancel
Showing results for 
Search instead for 
Did you mean: 
Highlighted
Level 1

Is there a way to hide the estimate summary in the body of the email sent to the customer?

 
1 Comment
Highlighted
QuickBooks Team

Is there a way to hide the estimate summary in the body of the email sent to the customer?

Yes, we have an option to exclude the estimates summary, reignmovingsolut.

 

We'll have to edit the Invoice template and uncheck the Estimate summary option. Then, we can edit the invoice to toggle it to the updated form style to refresh. 

 

I'll show you how: 

  1. Go to the Gear icon and click Custom Form Styles
  2. Look for the Invoice template we'll use and click Edit
  3. Select the Content tab. 
  4. Click the Footer section of the form. 
  5. Uncheck Estimate summary
  6. Click Done

Here's how to toggle the invoice with the edited template:

  1. Let's open the invoice. 
  2. At the bottom menu, click Customize
  3. Select the Invoice template we just edited. 
  4. Click Print or Preview to check how it looks like. 

The Estimate summary will only show when we create an invoice out from the estimate and not when we email or print it. If you want to customize our forms further, you can check out this article for more details. 

 

I'll be here if you need anything else. Thanks!

Need to get in touch?

Contact us