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About estimate templates

Learn how to use and customise estimate templates in Reckon One, so you can manage how your estimates appear for customers in emails and print.

You must have the estimates feature turned on.

This feature is available on all accounting and Reckon Ultimate plans.

Estimate templates

By default, there are 4 estimates templates in Reckon One:

  1. Standard Estimate
  2. Professional Estimate
  3. Products and Services Estimate
  4. Generic Estimate

Each estimate template offers a different level of detail, with some including or excluding data such as Expiry Dates or Reference Code. The only similarity between all of them are that they all show the Estimate date, Description (of the item) and Amount fields, which are mandatory fields for estimates.

You can choose a default estimate template so that it automatically applies when you create estimates (saving you from having to select a template each time you create an estimate).

Templates apply to printed and emailed estimates.

Customise estimate templates

To customise an estimate template to suit your needs:

  1. Click on the Administration menu (cogwheel in the top right), then select Settings.
  2. In the Day to day section, select Money In.
  3. Select Estimates.
    1. From here, you can set your Default template by selecting which of the 4 templates you wish to use on a day-to-day basis.
  4. Click Manage Templates.
  5. Select the template you wish to modify.
  6. Click on Header, Content, or Footer to expand and see the options you can customise:
    1. Header - you can choose what business and contact information to show, add a company logo, and name of the document in the Heading field (e.g. you may wish to call it a Quote instead of an Estimate). Make sure you've entered all general details, addresses, and contact details in your book settings.
    2. Content - the middle section of the stimate where the transaction details show. Choose which details to display (such as Item, Item price, Description of the item, Tax code, etc)
    3. Footer - you can choose which different transaction summary options (such as Subtotal, Tax amount, Total excluding tax etc), and whether to show things like Notes, Terms and conditions, Payment notes and a Signature.
  7. Adjust the options, selecting Yes against an option if you want it to appear on the estimate, and No if you don't want it to appear.
  8. (Optional) Click Preview to review your changes.
  9. Click Save.
    All new estimates created after you made the changes will now display the chosen information.

Read more

How did we do?

Set a default bank account for money in transactions

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