Estimate is offer or a quote of the services or goods offered by your business.
In myBooks click on the Estimate, the Estimate List Page opens. You can find the list of created estimates.
How to Create an Estimate
- Click on the “+” icon to create a new estimate
- You can select the created customer from the list or can create a customer by a click on create customer.
- You can enter the details of the customer & save them to create the Estimate. Also, you can import from your contacts to create the estimate.
- Select the date & due date
- Select the payment terms from the drop-down or create a new one by click on add terms
- You can enter the notes, terms of your business
- Select the place of supply from the drop-down
- You can add items by selecting Add items
- You can add multiple items and can edit the added items
- Enter the discount amount
- Enter the shipping charges
- You can also attach any documents
- You can add the terms & notes by click on the + Terms & Notes option
- Click on save to save the estimate.
How to Edit an Estimate
Click on the created estimate, the Edit Estimate Page opens. There you can make the changes as you want then click on the save option in order to save the changes.
How to Delete an Estimate
To delete the created estimate, goto the estimate you want to delete and swipe from right to left. Alert message will show on the screen for confirmation. Click on yes to delete permanently.
