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Set up for job tracking, estimates, or progress invoicing

To do this task

  1. Open the jobs and estimates preferences.

    To do this task

    1. Go to the Edit menu and click Preferences.

    2. In the Preferences window, click Jobs & Estimates in the list on the left.

    3. Click the Company Preferences tab.

  2. (Optional) Change the text of any or all of the five job status descriptions.

    What are job status descriptions? How are they used?

    This is an external expando
  3. If you create estimates:

    • Make sure that Yes is selected in response to the question Do you create estimates?

    • If you want to be warned when you try to record an estimate that has the same number as an existing estimate, select the Warn about duplicate estimate numbers checkbox.

  4. If you do progress invoicing:

    • Make sure that Yes is selected in response to the question Do you do progress invoicing?

    • Specify whether you want line items that have zero amounts to print on your progress invoices.

  5. Click OK.

See also

KB ID# H_JOB_EST_PREF_SETUP
12/7/2016 11:54:06 PM
PPRDQSSWS400 9138 Pro 2017 98568c