estimates

bryancutts — Sun, 21 Sep 2025 08:43:47 GMT

Hello Squares,

I've created a test estimate and discovered that when the estimate is accepted, that the default message on my invoices is not included in the created invoice.

Additionally my invoices have a default deposit, which was not carried over into the newly created invoice either.

Does anyone have answers for the above?

Thanks for your help.

Kindest regards,

Bryan

Re: estimates

Seamus — Fri, 11 Sep 2020 05:30:29 GMT

Hey @bryancutts,

Estimates have their own settings to save a default message to. Rather than the Invoice settings, you'll want to do this via Estimates Settings - make sure to hit "save" once done and you should be good to go.

Hope this helps, let me know if you see any issues!

thread estimates in Payments Troubleshooting

estimates

Re: estimates