Estimates table

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.

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

The contact id number is entered.
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.