Estimates

Estimates are used to provide a cost quote to a customer before work begins. Here’s how to manage them:

Creating a New Estimate #

1. Navigate to Sales > Estimates.
2. Click New Estimate.
3. Fill in the details:
   • Customer: Select from existing customers.
   • Currency and Estimate Number: Auto-generated or customizable.
   • Estimate Date and Expiry Date: Define validity.
   • Items: Choose products or services from the Items list, or add them manually.
   • Tax & Discounts: Set applicable taxes and discounts.
   • Notes and Terms: Add payment instructions or service terms.
4. Click Save or Save and Send to email the estimate.

Managing Estimates #

• View the status: Draft, Sent, Accepted, Declined.
• Convert to invoice directly.
• Download as PDF or send via email.