Estimates
Quote a job before you invoice it, then convert accepted estimates into invoices.
How to use it
Open Estimates from the Sales menu, click New Estimate, add the customer and line items, and save. From an estimate's detail page, use Accept to convert it into a linked invoice.
Configuration
Requires at least one customer and, for priced line items, entries under Products and Services.
Details
| Menu location | Sales menu, Estimates. |
| Who uses it | Sales teams and contractors who quote work before billing it |
| Prerequisites | Customers, Products and Services |
Related pages
See which plan includes Estimates on pricing, or how Count My Bucks compares to QuickBooks.