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sblakev
Level 1

Is there any way to remove the summary that is auto-generated and sent within the text of the email with every estimate?

 
1 Comment
Adrian_A
Moderator

Is there any way to remove the summary that is auto-generated and sent within the text of the email with every estimate?

Hi sblakev,

 

The option to remove the summary in the email isn't available in QuickBooks Online. However, you'll have the option either you want to show a Full details or Summarized details of the email.

 

Here's how:

 

  1. Click the Gear icon, and then select Custom Form Styles.
  2. Locate the Estimate form and click Edit.
  3. Go to the Emails tab.
  4. Select either Full details or Summarized details.
  5. Click Done.

 

I've also added this article to know more about customizing sales form: Customize sales forms.

 

Feel free to tag my name if you still have other questions.

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