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Create multiple estimates for a customer or job

To do this task

  1. Make sure the estimates feature is turned on.

  2. Go to the Customers menu and click Create Estimates. Open the Create Estimates window

  3. Enter the line items for the first estimate.

  4. Click the Save & New button to save the estimate and create a new one.

    Note: Each estimate will be marked Active. Later, you can make any unaccepted estimates inactive.

If you create invoices from estimates, creating an invoice for one of multiple estimates for the same job requires you to choose one of the active estimates and then create the invoice directly from that estimate form.

11/19/2017 12:38:05 AM
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