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Create an estimate or invoice


Edit the information on an estimate


Edit the information on an invoice

Notes

  • You can use the Forms Designer to include only the fields and columns you need in your estimates and invoices. You can also rename or resize the fields and columns, reposition the fields and your company logo, and display your company address.
  • You can save time and effort on estimates and invoices by prefilling default due dates and customer contact information.

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