Estimate settings

To Edit Estimate Setting just go to:

  1. Click on Sales Pipelines > Settings
  2. Click on the Estimate tab
  3. Click on the Sub tab which section you want to change
  4. Change your setting from here.
  5. Click on the Save button.

General

The general tab only includes the invoice number prefix option.

Reminder

The reminder tab has the configuration for the options to set reminders at a certain time interval. You can also enable or disable the reminder feature from this tab.