Estimate and Invoice display settings allow you to control the amount of information shown to your customer on Estimates and Invoices. Estimate and Invoice display settings are independently controlled, allowing your Invoices to display different information than your Estimates.  


This article covers the following topics:


Default Settings can be controlled at the following levels:

  • Global:  This setting will be used on estimates/orders if the customer or order level settings have not been updated.
  • Customer:  This setting will be used if order level settings have not been updated. This setting will take precedence over global level settings.
  • Estimate / Order:  This setting will take precedence over customer or global level settings. Order settings are saved for all future interaction with the estimate / order.


These three levels of control interact with each other in very specific ways.  

This functionality allows you to safely customize the options on every level without affecting any custom options you may have previously entered.



Updating your Global level Settings

Updating the Global level setting WILL affect the following:

  • Any New Customers you create.
  • Any existing Customers for which you have never previously altered the Customer Level Settings.
  • Any existing Invoices/Estimates for which you have never previously altered the Order Level or Customer Level Settings.

To Update:

  1. Navigate to the Management Module > Customers > Statements
  2. Select Estimate to adjust your Estimate display settings, or Invoice to adjust your Invoice display settings.
  3. Select Template:  Select the Template you wish to use.
  4. Address Location:  Select whether you would like your address displayed in the Header, or the Footer of the page.
  5. Display Name:  Enter the name you want to display in the top right of the header. For invoices, Display Name 1 is for when an order is in WIP or BUILT status. Display Name 2 is for when an order is in a COMPLETED or CLOSED status. This is only available as a Global setting.
  6. Custom Text:  Enter any custom text you wish to appear. The settings is available on a Global, Customer and Order level.  Custom Text 1 displays under the line items, left justified. Custom Text 2 displays centered above footer.
  7. Footer Custom Text:  OPTIONAL:  Enter a single line of custom text to display in the footer. This text is limited to a single line. Footer Custom Line 1 displays directly above Footer Custom Line 2, centered at the bottom of your page. This is only available as a Global setting on both Estimates and Invoices.
  8. Default Display Options:  Click on Edit Default Display Options to customize the information that appears on your Estimate / Invoice.


  9. The Customize Print Settings window will appear, adjust the options as desired and click Save Options.

Updating your Customer level Settings

Updating the Customer level setting WILL affect the following:

  • Any New Invoices/Estimates you generate for the customer.
  • Any existing Invoices/Estimates for which you have never previously altered the Order Level Settings.

To Update:

  1. Navigate to the specific customer information page > Settings > Estimate and Invoice Options
  2. Select Set Estimate View Options to adjust your Estimate display settings, or Set Invoice View Options to adjust your Invoice display settings.



  3. The Customize Print Settings window will appear, adjust the options as desired and click Save Options.

Updating your Estimate / Order level Settings

Updating the Estimate / Order level setting WILL affect the following:

  • Only the specific estimate/order you have updated, and will be saved for all future interactions with this estimate/order.
  • Any action at this level WILL override Global and Customer level settings.


To Update:

  1. Navigate to the Estimate or Order view page in the Sales Module.
  2. In the left-hand column, select Estimate or Invoice View Settings.

  3. The Customize Print Settings window will appear, adjust the options as desired and click Save Options.
    1. (A) Persist to Order: Allows any overrides to print settings to carry over to the order when converted. If left off, the order will revert to the global print settings for Orders.
      NOTE: This button is only visible on Estimate view settings. 
    2. (B) Estimate Display Name: Allows users to customize the name displayed in the top-right of the Estimate header.
    3. (C) Override: Click Override to change Custom Text 1 and/or Custom Text 2 for this estimate or order only.

Invoice View Settings

  1. (A) Invoice Display Name 1: Allows users to customize the name displayed in the top-right header on WIP and BUILT orders.
  2. (B) Invoice Display Name 2: Allows users to customize the name displayed in the top-right header on COMPLETED and CLOSED orders.


Related Article(s):