How to create an Estimate

  • Click on the right navigation All Sales.
  • Click on Add Estimate.
  • Estimate page will be opened.
  • Select the customer if you want to send the estimate by email write the email on the box and check the send email checkbox.
  • Select the estimate date and the expiration date till when the estimate is valid.
  • Fill the estimate details enter the product/service and quantity.
  • Fill the notes if you have some.
  • Click on the Save button your estimate will be sent to customer and also saved.