To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate Client – Before selecting a client you must have added clients Customers->New Customer. When selecting a Customer the customer information will be fetched directly from the customer […]
Category: Estimates
They are also called Quotations
Converting Estimate To Invoice
You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice