To email an estimate go to the list of estimates page . Click on the estimate number and the estimate should show up on the right side. Click on the envelop icon and a modal should pop up The system automatically populates the email address of the primary contact of the customer. You can alwaysRead More.
You can easily convert an estimate to invoice. Simply go to the list of estimates page . Click on the estimate number and the estimate should show up on the right side. Click on Convert to Invoice button, the system will then populate all the data in a form Make any changes if needed, then clickRead More.
To create new estimate go to Sales -> Estimates -> New Estimate Customer – Before selecting a customer, you must have the customer added in your system After you select a Customer, the system automatically fetches the relevant information and populate the form; like billing address, shipping address. You can modify the values according to yourRead More.