Question about Square Invoices Plus

[Electrician]

I've been using Square Invoices for a long time but I just signed up for Invoices Plus. I have 2 questions.

I have been attaching a terms and conditions PDF to my estimates manually for all this time.  With Plus I see that you can set up to 10 attachments, but it seems as if you can only set those on invoices, not estimates.  Is that correct?  Setting them on estimates would be important, why leave that out?

Second, I see that I can now set custom fields, my first thought is that I could just stop attaching the terms and conditions PDF and just enter those terms and conditions into a field on the estimate.  But again, it seems as if those customizable fields are only for the invoice, not the estimate.  Is that correct?

[Minion]

Hey @Electrician 

With invoice Plus , you should be able to also add up to 10 attachments on estimates as well.  I do see the field available there within my account.

It should be located on the first screen of Details when creating a new estimate. 

For your second question, I do not see the field for custom fields on estimates either.  I've looked through the estimate settings ( I don't send many estimates at all) , but that would be a useful feature, along with the ability to have a default estimate template like invoice template that you can upload your Terms and Conditions pdf one time. 

[Electrician]

Yes, I can add attachments to estimates, I've been doing it that way for many years.  It's a pain, extra work.  

I see with Invoices Plus you can add DEFAULT attachments to invoices.  That is what I would like to have on estimates.  I would like to set my terms and conditions to a default attachment so I don't have to do it each time I make an estimate. I make estimates on my iPhone so attaching a file manually is a pain and extra work.

[Minion · Accepted solution]

---

@Electrician wrote:

Yes, I can add attachments to estimates, I've been doing it that way for many years.  It's a pain, extra work.  

I see with Invoices Plus you can add DEFAULT attachments to invoices.  That is what I would like to have on estimates.  I would like to set my terms and conditions to a default attachment so I don't have to do it each time I make an estimate. I make estimates on my iPhone so attaching a file manually is a pain and extra work.

---

Ah okay, yeah I misread your original question. We are on the same page then as far as having the ability to have a default Estimate Template like the Invoice.  I think the only way that it "may" get looked at or noticed, would be to add that here in the Ideate forum for a chance that it is looked at and incorporated.  I for one though would second that. 

[Electrician]

Ok, I just wanted to be sure that it wasn't something that I was overlooking.  Thanks for looking into it for me.