Estimates

Open Sales›Estimates, or use + › Estimate in the top bar.

Create an estimate#

1. Click New and choose the customer.
2. Check the Voucher Date and set an Expiry Date: how long the offer is valid.
3. Add a Reference # if the customer gave you one, for example their request number.
4. Add the lines (see Entering line items).
5. Click Save, or Save as Draft to finish it later.

Send it#

Select the estimate and click Print, or Send Email to email it as a PDF (see Send a document by email).

Track the customer's answer#

Set the estimate's status in the center as it progresses:

• Sent: the customer has it.
• Accepted: the customer agreed. You can now convert it.
• Declined: the customer said no. Keep it for your records.

Convert it#

When the estimate is Accepted, click Convert and choose:

• Convert to Sales Order, if you will deliver later or in parts (see Sales orders), or
• Convert to Invoice, to invoice it straight away (see Invoices).

The new document opens with the customer and lines copied. Check it, change what is needed, and save.