Estimate Editing

ElzetteMinnaar

Firstly is there any way to possibly add a field on the estimate to state a 80% deposit amount of the total ? We require a 80% deposit and usually have that on our estimates as well before total.

Secondly why isn't the editing or creating of the estimate the same format as the creating of the invoice? the sending of it everything is different why not make it the same ?

Alexia

Hi @ElzetteMinnaar.

For your first question, you can add that as a memo. It will appear at the bottom of your estimate. You can set a default memo on the Invoice Customization page, which you can access by clicking Settings, at the bottom of the menu on the left-hand side.

For your first question, it has to do how we've prioritized updating features. We tend to give more attention to features that are more widely used, and estimates have fallen behind. We do want to modernize the Estimates page and update it to look more like the Invoices page, but it isn't currently our priority. There have been a lot of talk of improvements to estimates under the Wave Features category, if you're interested in adding your voice to those discussions, you are more than welcome to. How product teams browse that category regularly and feedback from wavers accounts for an important part of how we decide what to build next!