The details section in your quote, job card, or invoice allows you to add, change, or remove details that will be reflected in the final document.
Steps to Add/Change/Remove Details:
Open the Details Section:
Scroll down to the details section of your quote, job card, or invoice.
Update Fields:
Click on the field you want to update.
Enter the new details accordingly.
Save Changes:
Scroll down to the save button at the end of the details section.
Click on save.
A confirmation message will indicate that your details have been successfully saved.
Additional Resources:
Learn more about the different fields and how they display on your quote, job card, or invoice here: [Link to resource]