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