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reignmovingsolut
Level 1

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

 
3 Comments 3
Catherine_B
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!

brrdg-21
Level 1

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

Hi Catherine_B 

I don't have the "estimate summary" box option when I edit my estimate templates.  Is there another way to remove the estimate summary from the body of the email?  I want the estimate to only be an attachment

Ryan_M
Moderator

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

Hi @brrdg-21,

 

I appreciate you for joining the thread. 

 

The steps provided by my peer @Catherine_B above are for an invoice template. As she stated, the Estimate summary field appears if you create an invoice from an estimate. With that said, you can see this option if you edit your invoice template, such as the Standard template. It's unavailable in your estimate templates. 

 

On how you can add an estimate as an attachment to your invoice, follow these steps:

 

  1. Highlight the Sales tab.
  2. Select the Customers tab.
  3. Click on the customer in question.
  4. Tap the Filter tab, then choose Open estimates.
  5. Click the estimate to open the transaction.
  6. Hit Print or Preview, then Print or Preview again.
  7. Press Download.

This will save a PDF copy of the estimate to your computer. You can proceed to open the invoice you want to send your customer and attach a PDF copy of the estimate. 

 

Check out this article for additional information: Email and customize sales form. Scroll down to the Customize sales form section for a detailed guide on how you can change how sales forms look and feel when your customers receive them. 

 

Direct any other questions you have about sales forms in QuickBooks Online in the comments below. I'll be sure to handle it for you. 

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