Estimates which have been added or saved will be displayed in the estimate list. You can edit, print, and delete the estimate.
Navigation
- Click on Transactions
- Then click on Estimates
Edit an Estimate
- Select the estimate you wish to edit
- Edit field is located below actions
- It will redirect to a page where you can make the changes
- Press save as draft to save the estimate
- Or press save and send to send the estimate
Print the Estimate
- Go to sales and purchases
- Click on estimate
- Select the invoice you wish to print
- The print icon is located below actions
- Here you will be able to download the PDF
- And you will be able to email the PDF
Delete the Estimate
- Go to sales and purchases
- Click on estimate
- Select the estimate you wish to delete
- Delete field is located below actions
- It will ask for a confirmation message to delete the estimate
- Press Yes to delete the estimate
Perform Multi-functions
- To change the status of the estimate click on the checkbox located before the Estimate number.
- Select the Estimate you wish to change the status from the mark as sent or save the estimate.
- Select the estimates which need to be converted into the invoice, click on the convert in the status filter then all the selected estimates will be converted into an invoice.
- To print the estimates, select the estimates and click on the print then all the selected estimates will be printed.
- To delete the estimates, select the estimates and click on delete then all the selected estimates will be deleted.