There are several options to show or hide line items when sending an estimate to your client or customer.
To do this, you’ll want to navigate to the Send Estimate screen and scroll down to the Estimate section where the Line Items options is located.
You’ll see four different options, each of which show more or less detailed info to your client/customer:
- Don’t show line items
- Show line item names
- Show grouped line items
- Show line items names & totals
Join us for the tutorial below to walk through the steps and see which one works best for your needs!