<      Invoicing Settings < Quote Narrative

You have the option to customize the information that appears on your Quotes that can be emailed to the client.

Any narrative entered here will appear in the bottom portion of your quote document. Some merge codes will function in this section.

 

ON DESKTOP:

Navigate to Admin > Settings > Invoicing > Quote Narrative 
STEP 1​​

  • Enter the text you want to include, together with any merge codes.

  • Click "Update".

Example of an Quote PDF document.

 

Any narrative entered into "Quote Narrative" will appear in the bottom portion of your quote document.

 

Note that some merge codes have been populated with the appropriate data.

settingsv6-inv-quote2.jpg

ON MOBILE:

STEP 1​​

  • Tap the Navigator, and select Admin > Settings > Invoicing > Quote Narrative 

STEP 2

  • Enter the text you want to include, together with any merge codes.

  • Tap "Update".

See screenshots above under desktop instructions for further information.

ABOUT US



Pet Software Ltd provides a market leading scheduling and billing solution for Pet Sitters, Dog Walkers, Dog Day Care Centres and Kennels. Pet Sitter Plus helps pet sitters to spend more time with pets and less time on administration.



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sales@petsitterplus.com

 

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