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How to Create/Edit An Estimate or Quote

Overview

This tutorial explains how to create and edit an esimate

How to Create/Edit an Estimate or Quote

  1. Click on the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click the Invoices/Estimates/Quotes menu button
  4. Click the New Estimate or New Quote button or edit an existing quote or invoice

How to Create an Estimate or Quote from a Client

  1. Click here for a tutorial on how to create an invoice from a client
  2. In the new or edit client window click the Create menu option
  3. Click the Create Estimate/Quote for Client menu item

How to Create an Estimate or Quote from an Event

  1. Click here for a tutorial on how to create or edit an event
  2. In the new or edit event window click the Create menu option
  3. Click the Create Estimate/Quote from Event menu item
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