Estimate Settings

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The estimate settings page allows you to change various aspects of how the Dashboard handles estimates. Below are the various settings and their explanations.

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On this page you will be able to apply the following settings:

  1. Estimate Prefix. This is any text you want to be prefixed to the invoice number.
    • Example EST- will create invoices as follows: EST-000276
  2. Terms and conditions – The default terms and conditions that are displayed on an estimate. These terms can also be changed when creating or editing an estimate.