Project Settings - Change Invoice Attributes

Project Settings - Change Invoice Attributes

Project Settings - Open / Modify Estimate Attributes

User can Modify Estimate Attributes as shown below


When you change an Estimate Attribute and click ENTER, then all items related to that Estimate Attribute will
be changed to the new Estimate Attribute.  This includes Estimate for the Bill Pages.
Important Note: You do not have to change any Estimate Attributes if you do not want to.
To Change the Estimate Attribute
  • Open Estimate Attribute Dialog
  • Make your change and click ENTER and CLOSE
  • On the Project Settings Dialog click ENTER to set the changes
  • You New Estimate Attributes should now show 


To Add a Estimate Note / Disclosure
  • Open Estimate Attribute Dialog
  • Go to bottom and Enter your Note / Disclosure then Click on ENTER and Close
  • On the Project Settings Dialog click ENTER to set the changes
  • You New Estimate Note / Disclosure should now show on the bottom of Invoice


Below is an Example of what these changes will look like on the Estimate Summary 




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