How can I change the currency in my Daylite estimate?
Daylite will display currency based on your Mac System Preferences. The ...
How to customize Taxes in Daylite
Daylite allows you to customize your tax setup. This information is used...
How can I setup custom Products and Services?
To set up custom Products and/or Services, you can do the following:
WI...
How do I email an Estimate to a Client?
From within an Opportunity, view the Estimate section.
Click on the 'Cre...
How do I add a logo to my estimate?
You can add a logo to your estimate by following the steps below:
Login...
How can I save a copy of an Estimate sent to a Client?
To keep a copy of the Estimate, double click on the Estimate listed unde...
Where can I enter the estimate number and "valid until date" for an opportunity estimate?
Do the following:
Working from the opportunity, click the Estimate tab...