Estimates Commands

Documentation •
In this article

With the Estimates and Invoices application you can also manage estimates.

From the Estimates table:

  • Create a new Estimate with the menu command Invoices → New estimate.​​​​
  • Edit an offer with the menu command Invoices → Edit estimate.
  • Duplicate an estimate with the menu command Invoices → Duplicate estimate.
  • Print an offer with the menu command Invoices → Print estimate.
  • Convert an estimate into invoice:
    • Via the Invoices menu → Create invoice from estimate command.
    • Or using the Create invoice button from the estimate creation / modification dialog (Invoices → Edit estimate)

The dialogue for creating and modifying an estimate is the same as that of the invoice. For more information visit Invoice dialogue.

 

Tell us how we can help you better
If the information on this page is not what you're looking for, is not clear enough, or is not up-to-date, let us know.

Share this article: Twitter | Facebook | LinkedIn | Email