Estimate

Estimate is offer or a quote of the services or goods offered by your business. Estimates in myBooks are divided into two segments; those are new estimate and estimate list.

New Estimate

Details which can be enter in New Estimate are in three segments. Those are customer, estimate and items.

Customer

  1. Go to Sales
  2. Click on Estimate
  3. Then click on New Estimate
  4. Click on customer field
  5. Select the customer from the dropdown menu

Estimate

  1. Enter estimate number
  2. Enter date by selecting from the calendar
  3. If the terms was updated when customer contact was added due date will automatically added
  4. Add the name of the person who is sending the estimates
  5. Change the terms if needed
  6. Give the reference
  7. You can upload documents by clicking upload filed

Line Items

  1. Select the item from the dropdown menu
  2. Once the item is updated, description, Quantity, and rate will get updated automatically
  3. If tax was updated when item was created, Tax field will get updated automatically
  4. If not tax needs to updated manually
  5. Change the description, quantity and rate
  6. Update the tax if tax was not updated automatically
  7. If quantity or rate was changed amount should also change
  1. Enter additional notes and terms if needed
  2. Want to give discount you can enter it in the discount field as in percentage
  3. Need to enter shipping charges you can enter that as in amount in shipping charges field
  4. You can save the estimate by clicking save as draft
  5. You can send the estimate by clicking save and send
  6. Email window should open
  7. Verify all the info in email window
  8. Attach documents if needed
  9. You can cancel the mail by pressing back
  10. Or you send the email by clicking send option