for client quotes and invoicing - how can I configure my side of the creation of quotes and invoices- so I can screen share virtually or in person with my client? I am creating a quote or invoice I do not want to see item type, markup, client price I only want to see specific columns like I can create in the client view. How do I do this??!!

edit my side of estimates and invoice creation.

Please authenticate to join the conversation.

Upvoters
Status

In Review

Board

πŸ’‘ Feature Requests

Date

About 1 year ago

Author

Anne Caulfield

Subscribe to post

Get notified by email when there are changes.