Question asked by Steve Mclean 7 years ago
Hi,
Is it possible to create sectional quotes? When I was doing quotes in Excel I had:
... list of equipment required ...
Equipment Total
Equipment Discount
... breakdown of labour...
Labour Total
Quote Total
Is the above possible in Clearbooks?
Thanks, Steve
Hi Steve,
Unfortunately we do not have an option to do so. However, if you have CSS knowledge, you could potentially add some lines of code to achieve this. To access the advanced styling, you must head to Settings > Invoice Themes > Click Edit for the theme you're using > Click Styling > Change the editor to Advanced.
Tommy
Best answerThanks Tommy,
I'm slowly getting my head round things ... engineer here not an accountant!
No problem, feel free to let us know if you come across any other problems!
Tommy
Hi Tommy,
Is it possible to upload the in-built themes to the templates? I want to modify the CSS for one I like, but don't have edit ability on these.
Thanks, Steve
Hi Steve,
This would be possible, if you add the built-in theme to your themes, you should then have the option to click Edit, please see example below:
Tommy
Hi,
Yes, it's the bit where I want to add a built-in theme to my themes. Where do I do that?
Cheers
Hi Steve,
Ah, I see, you can do so by heading to Settings > Configure System > Invoice Themes > Templates > Click the + icon to add them to your themes. Please see below:
Tommy
I have been doing that, but the Elemental theme isn't there as far as I can see? Or is it under a different name?
Steve
Hi Steve,
I do apologise, I think I misunderstood! At the moment, you are not able to copy built in themes. However, I can share the theme CSS with you, are you able to send us an email to contact support ?
Tommy
Hi,
Yes I will do that in a bit.
Thanks again Tommy.
You must 