Create an estimate
Who can do this: Business owners and admins Where to find it: Payments › Estimates Send a client an estimate before the work. Steps Go to…
Who can do this: Business owners and admins
Where to find it: Payments › Estimates
Send a client an estimate before the work.
Steps
- Go to Payments › Estimates and select New Estimate.
- Fill in the estimate and save.
Result
The estimate appears in the Estimates list with its status.
Tip: Set estimate numbering in Settings › Financial Settings.
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