Using the Estimates Screen
This screen is displayed by tapping Estimates in the Easy Books menu. The screen lists the total value of all outstanding estimates to each customer (this is, the value of all estimates that have not yet been converted into sales). From this screen, you can
- Add new estimates.
- Create sales from estimates.
- Create PDF estimates.
Note:
- The screen contains two tabs. You can use these to list all customers, or only those who have outstanding estimates.
- This screen is available only if you have at least one customer defined in the Customers screen.
- You can tap
to access the customer's details, as set up in the the Customers screen.
Further Information
For details of how to carry out tasks in the Estimates screen, please refer to: