Deleted notes cannot be recovered – so take care!
To delete a quote or estimate note:
- In the Business menu, select Quotes. A list of all quotes or a filtered A filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right. list of quotes is displayed.
- Drill down on the number of the quote you wish to edit.
- On the quote detail screen, select the Notes tab.
- Drill down on the title of the note you wish to delete.
- On the note details screen, select Delete and confirm deletion.