Tapping Add new estimate or an exiting estimate in the list of customer estimates displays the Estimate form. You can use the form to view, modify or enter the details of an estimate or to perform an action such as creating a PDF of the estimate.
This help topic describes the options in the form. If you require other introductory information, please refer to:
Options in this Form
Specify the date of the transaction. You can tap and hold to set the date to the current date.
Choose the customer. It is normal to set up new customers in the Invoices screen.
Specify a description, such as an estimate number.
EasyInvoice can automatically generate an estimate number, and can automatically increase the number for each new estimate. If, for example, you enter EST-123-E, EasyInvoice determines the next available number (e.g. EST-124-E) and inserts it into Estimate Number.
Do not use digits in Estimate Number if you prefer this feature not to be used.
Choose an income account or one of your predefined products.
Enter the value of the transaction. You can tap and hold to choose whether the value is inclusive or exclusive of VAT (alternatively tap , followed by Show Excl-VAT or Show Incl-VAT).
Specify the VAT rate. The field to the right displays the VAT content and the percentage rate. It is possible to enter the value of the VAT directly into the field, and EasyInvoice will show you the percentage rate.
This is available only if the business is registered for VAT, as specified in the Business Settings screen.
Optionally, you can enter details of the transaction. The details will appear as a line item on any PDF you generate.
Options in the Menu:
Adds a new line item (for example, to create separate line items on any PDF you generate from the transaction).
Note: You can delete a line item by setting Amount to zero, or by swiping from right to left and tapping Remove split.
Creates a new transaction by duplicating the transaction that you have opened. This provides a fast method to create a new transaction if it is similar to an existing one.
Options in the Menu:
Show Excl-VAT or Show Incl-VAT
Produces a PDF estimate, which you can print, email or open as required.
Creates a sale from the details of the estimate.
Go to Sale
This option is available if you previously used Create Sale on the estimate. The option enables you to access the sale transaction you entered for the estimate.