estimates

[bryancutts]

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

[Seamus]

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!