Estimates

You can access the estimates tab from the sidebar menu.

Add New Estimate

An estimate can be created using one of the three pre-designed templates. You can add additional taxes to the estimate and also add it as a compound tax.

Invoice Fields:

• Customer: Your customer whom you'll be sending the estimate.

• Date: Date of the Estimate.

• Expiry Date: Date of the day when the Estimate will become Expired.

• Estimate Number: Unique Identification number for the Estimate. Its automatically generated each time you create a new estimate.

• Items: Estimate Items with Name, Description, Quantity, Discount of the Item.

• Notes: Extra details that you would like mention on the estimate.

List Estimates

All created estimates are shown on the Estimates page and you can easily edit or delete them as well.

You can manually mark the estimate as Accepted or Rejected.