How to... (Estimates)

The following describe how to carry out tasks in the Estimates screen.

View the total outstanding estimates for each customer

This is listed in the Estimates screen.

View all estimates for a customer

In the Estimates screen, tap the name of the customer.

Enter a new estimate
  1. In the Estimates screen, tap the customer.

  2. Tap Add a new estimate.

  3. Set Account 2 to the appropriate income account and complete all other details.

    Note: If you wish, you can split the transaction into separate line items. Please see below.

Open an existing estimate
  1. In the Estimates screen, tap the customer.

  2. Tap the existing estimate.

  3. If necessary, edit the details.

Generate a PDF estimate
  1. Enter a new estimate or open an existing estimate, as described above.

  2. Scroll to the bottom of the estimate form and tap Send. You can print, email or open the PDF as required.

Convert an estimate into a sale
  1. Open an existing estimate, as described above.

  2. Tap action, followed by Create Sale and complete the details. A tick will appear against the estimate to indicate that it has resulted in a sale.

Access the sale for a specific estimate
  1. Open an existing estimate for which you previously used Create Sale.

  2. Tap action, followed by Go to Sale.

Split a sale into separate line items
  1. Create a new sale or open an existing one, as described above.

  2. Tap add and complete the details.

You can delete an item by tapping del shown above the split.

Create a duplicate of a transaction

A quick method to create a transaction is to duplicate similar existing transaction, as follows:

  1. Open an existing transaction, as described above.

  2. Tap add, followed by Duplicate. All details of the original are duplicated except the date.

Alternatively, tap and hold an existing transaction and tap Duplicate.