If you have administrator rights in Amberlo you can easily to set default Estimate Template or Report Template Settings:
1. How to set Estimate Template Settings?
- Go to the General Settings and click Bills in the left-hand menu.
- Click the tab ESTIMATES.
- Mark/unmark selected checkboxes.
- Click the button Save to save your changes:
2. How to set default Report Template Settings?
Note: Be sure you selected properly company (or branch) if you have more than one company (or branch).
For more information how to set other Estimates settings click here.
We hope this will help to start using it smoothly. If you have any questions or feedback, please feel free to contact us via email@example.com. We are always happy to hear from you!