Estimate list

Estimate which was added or save will be displayed in estimate list. You edit, print and delete the estimate.

To edit an estimate

  1. Go to sales
  2. Click on estimate and then estimate list
  3. Select the estimate you wish to edit
  4. Edit field is located below options
  5. It will redirect to a page where you can make the changes
  6. Press save as draft to save the estimate
  7. Or press save and send to send the estimate

To convert the estimate into invoice

  1. Go to sales
  2. Click on estimte and then estimate list
  3. Select the estimate you wish to convert into invoice
  4. Estimate will be converted into invoice
  5. Press save as draft to save the invoice
  6. Or press save and send to send the invoice

To print the estimate

  1. Go to sales
  2. Click on invoice and then estimate list
  3. Select the invoice you wish to print
  4. Print icon is located below options
  5. Here you will be able to download the PDF
  6. And you will be able to Email the PDF

To delete the estimate

  1. Go to sales
  2. Click on estimate and then estimate list
  3. Select the estimate you wish to delete
  4. Delete field is located below option
  5. It will ask for a confirmation message to delete the estimate
  6. Press yes to delete the estimate