In this article
The Estimates table presents the columns where all offer data that has been entered in the Invoice dialogue are automatically taken over.
The columns
The Estimates table contains many columns, those displayed in the image are those in the Basic view. The complete list is visible in the Complete view. To customise the columns, please consult the Columns setup page.
Id
Enter the estimate number.
The program will automatically resume the value entered in the estimate creation dialog.
The ID should be used only once and must not be repeated, even if multiple years are managed in a file.
Date
Enter the estimate data.
The program will automatically resume the value entered in the estimate creation dialog.
Description
Enter the subject of the invoice.
The program will automatically resume the value entered in the estimate creation dialog.
Contact Id
Enter the contact ID number, as used in the Contacts table.
The program will automatically resume the value entered in the estimate creation dialog.
Address
The program will automatically resume the customer's address data, based on the contact id number entered.
Discount amount
Enter the amount of the discount to be applied to the estimate.
The program will automatically resume the value entered in the estimate creation dialog.
Total
The program will automatically resume the value entered in the estimate creation dialog.
Notes
Any notes may be inserted.