Using the Estimates Screen

This screen is displayed by clicking Estimates in the Easy Books sidebar. The screen lists the total value of all estimates to each customer. From this screen, you can:

  • Add new estimates.
  • Create sales from estimates.
  • Create PDF estimates.

Note:

  • You can click All Estimates to list all estimates, or a specific customer to list only those estimates that are applicable to the customer.
  • Before using this screen, make sure that you have at least one customer defined.


Further Information

For details of how to carry out tasks in the Estimates screen, please refer to: