Estimates
Creating estimates/quotations is simple in Easy Books. An estimate links a customer account with an income account, but does not affect your profit and loss figure, or the balances of customer accounts. You can use this feature to create estimates for customers, send them in PDF format, or you can print and post them.
To create a new estimate, use the + button at the top of the list. Select the customer, then choose the income account, the amount and the tax account. In the detail field, type the text you would like to record for the estimate. To add more than one item to the estimate, just add a split and continue with the next item. After saving the estimate, the preview panel appears showing the PDF version of the estimate. You can click the button in the preview to edit the fields such as address, company logo, estimate terms and the text labels. To send the estimate by email, simply drag the preview image over to a new email window, or use the save and print options in the popup window.
Creating a Sale
If a customer accepts your estimate and wants to go ahead with an order, you can easily create a sales invoice from the original estimate. To do this, find the estimate in the list, right-click on it and choose Create sale. This creates a new sale with the details copied across from the estimate. You can of course edit these if you need to before saving it. After you save the new sale, a tick appears next to the estimate in the list to show it has been sold. You can then navigate quickly to the sale by right-clicking on the estimate and choosing Go to Sale.
You can send the sales invoice to your customer in just the same way.
Note: If a customer account has sales or payments, the account cannot be deleted because it would affect the financial information in the accounts. But if there are no financial transactions you can delete a customer account. If a customer account is deleted, all estimates for the customer are deleted as well.