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Generate branded invoices for your clients



Estimated reading: 2 minutes

You can create estimates on the software. If you need to create any offer to send to your clients can easy create here to estimates category. 

Where can I find estimates?

On the left menu you have Finance. Click on finance and you can find Estimates category on Finance menu.

How can I add new estimate?

To add estimates go to estimates page and click + button you see on the page.

How can edit an estimate?

Find the estimate you want to edit and click on it. You can add more products or services. Make changes you want and click save. Here also you can change the status. There are different status:
Approved, Sent. If you want to add new products or services click ADD NEW ROW, you can add unlimited products or services. After you make the changes click save. 

How can I find an estimate?

Click the search icon from the dashboard. You can search estimates by name, number, date or status.

How can I delete an estimate?

Go to estimates page and find the estimate you want to delete. Select the estimate you want to delete and click the recycle bin icon. Click yes on the confirmation page.

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