Topic
This article will show you how to set up your quotes to show sections and options without showing individual line items.
Instructions
To get started
- Head to Settings > Document Themes > pick your intended theme to update.
- Inside the Document theme, click on the Quotes tab
- Under Line Items, Turn on the main 'Show line items' toggle > and turn off all below it
- Under Sections and turn off the 3rd toggle > 'Show section line Items' toggle (see image below for reference).
- Now you can preview to check it has everything you want. press OK.
- Then make sure you save on the document themes.
- Your all done!
Please note: These document theme settings will have a different impact on quotes that contain options. See this article for more information.
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