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How to set Default Estimate/Report Template Settings?

If you have administrator rights in Amberlo you can easily set default Estimate Template or Report Template Settings:

1. How to set Estimate Template Settings?

  1. Go to the General Settings and click Bills in the left-hand menu.
  2. Click the tab ESTIMATES.
  3. Mark/unmark selected checkboxes.
  4. Click the button Save to save your changes:

Default EstimateReport Template Settings1


2. How to set default Report Template Settings?

Default EstimateReport Template Settings2


Default EstimateReport Template Settings3


Note: Be sure you selected a proper company (or branch) if you have more than one company (or branch).

For more information on how to set other Estimates settings, click here.


We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!