With Integrated invoicing, when you create an invoice, it is automatically recorded in the accounting system and the customer's account. It is possible to print an invoice with the wording "Estimate" containing the same invoice data, using layouts CH10 and UNI11.
However, it is not possible to create a standalone transaction for the Estimate without any accounting impact, one that doesn't debit the customer's account or credit other accounts.
Requirements in order to use layout preferences to select the label "Estimate" are
How to print an estimate
In theTransactions table, select the row that corresponds to the estimate and proceed as follows:
- Menu Reports > Customers > Print invoices
- Select Layout CH10 or UNI11
- Select the option Print as, and choose Estimate
- Confirm with OK.
The offer is always printed without the Swiss QR bulletin.
All the settings that characterize the CH10 and UNI11 Layout are also retained in the printing of the estimate.
To modify the settings, go to the Print Layout Settings.
In the Texts > Estimate section, you can define the initial and final texts of the quote.