September 2021 - Product Images on Estimates, Sales Orders, and Invoices

Adding product images to your estimates, sales orders, and invoices just got easier! Now, you can display images provided by the supplier or saved to your project overview or client files on your forms. Plus, you can always upload something new!

How to change a product image

On your estimate, sales order, or invoice, click to edit a product image for an existing item. You can now select an image to display from:

• Item Files - images provided by the supplier
• Project Files - images previously uploaded to the project overview
• Client files - images listed under the Files tab on a client page
• Upload a new file