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How to set Default Memos and Notes for Estimates?

If you have administrator rights in Amberlo you can easily to set Memos and Notes for Estimates:

  1. Go to the General Settings and click Bills in the left-hand menu.
  2. Click the tab ESTIMATES.
  3. Enter (or change) Default entry in "Memos".
  4. Enter (or change) Default entry in "Notes at the bottom of the page".
  5. Click the button Save to save your changes:

Default Memos and Notes for Estimates1

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!