Being able to actively edit the terms in your estimate templates is a key factor in maintaining your clients and business up to date.
How to Update Terms for Templates
Click on “Settings” in the left-hand menu.
Select “Easylys,” then click on “Invoices & Estimates.”
Click the “Edit Template” button.
Select the templates you'd like to update
Once inside the Template Preference Menu, on the left side, click on “Footer Notes”.
Select the “Click to edit” option, and now you'll be able to edit the “Notes” section and “Terms” section of your templates.
Click on “Save Preferences.”
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