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      • Estimates

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Estimates

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Set the number of line items for new estimates

When you make an estimate, ezyVet automatically adds an initial number of estimate line items. If necessary, you can change the number of line items that ezyVet automatically adds.

To set the number, do this procedure.
  1. Select Manage Account.
    The Manage Account button
    ezyVet shows your user account settings.
  2. Select Advanced Settings.
    The Advanced Settings tab
  3. In the Financial Settings section, enter the applicable number of line items in the Quotations / Estimates box.
    The Quotations / Estimates box
  4. Select Save.
    The Save button
    ezyVet shows a confirmation message:

When you make an estimate, ezyVet automatically adds the number of line items:
Line items of an estimate
Parent topic: Estimates
Related concepts
  • Estimate statuses
  • Declined line items of estimates
Related tasks
  • Make an estimate (sales template method)
  • Send an estimate for a client's remote signature (email method)
  • Make an invoice from an estimate
  • Find all estimates
  • Add a comment to an estimate
Related information
  • Estimates troubleshooting
Procedure
ezyVet

Last updated: December 7, 2024

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Related Articles:

  • Estimates
  • Estimate statuses
  • Make an estimate (sales template method)
  • Send an estimate for a client's remote signature (email method)
  • Make an invoice from an estimate
  • Find all estimates
  • Add a comment to an estimate
  • Declined line items of estimates
  • Estimates troubleshooting

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