Manager Forum

Can I set it up so my estimates and/or work orders and/ or invoices show sub totals only?

Yes, you can. Please follows instruction below:

• Go to Setup from the Home Ribbon

• Type Print in the search field

• Select Print Documents

• Click the drop down arrow under Type to select the type of document you want to show sub totals only when printing

• Click the drop down arrow under Template to select the template you want to show sub totals only when printing

• Click Edit on the ribbon

• Scroll down the left panel to select Advanced Options in the Body section
  
  Check box next to "Do not show pricing information for line item(s)"
  
  • Click Ok
  • Click Ok again

You are good to go!