Estimates Commands

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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.

 

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