How to Change the Default Details on an Invoice or Estimate
Overview
Are you looking to customize your invoices or estimates in TIEIT? You’ve come to the right place! Changing the default details like number format, default payment terms, default subject, default message, terms and conditions, and more can help ensure your documents reflect your brand and meet your needs. Let’s walk through the steps to make those changes quickly and easily!
Steps to Change Default Details on an Invoice or Estimate
Log In to Your TIEIT Account
First, log in to your TIEIT account. Once you're in, click on your user icon located in the top right corner of the page, and then select the Settings button.
Access Transaction Settings
In the Company Settings section on the left of the page, click the Transaction Settings tab. Then, navigate to the Invoice and Estimates tab. Here, you’ll see pencil icons on the right side of the invoice or estimate sections. Click the pencil icon next to the section you’d like to modify.
Edit Details
Adjust the details such as number format, default payment terms, subject line, message, and any terms and conditions. Once you’re happy with the changes, click Save to set them as your new default.
