How do I create an Estimate?

You can create an estimate by going to AccountingEstimates + Estimate. There you will need to add items to the estimate and save it. You can send it to client by clicking on the Send button and select from the contact dropdown.

If an estimate is accepted by the client, you can turn it into an invoice by clicking on the Invoice button.

add estimate button

Did you found this useful?

0 0

in Estimates

Didn't find the answer? Drop us a line and we'll get back to you.