How to create an estimate
In most cases, you will start an engagement with a client by sending them an Estimate /Quotation. You have the option of doing this in a professional manner on the system also.
To create an estimate in the left vertical menu, select " Issued documents?" and then "estimates". There are also some other shortcuts on the system to do this which you can explore yourself.
Click on "new estimate". A new estimate box opens for you. In the ‘Client’ field you can start typing to select an existing client or create a new one.
Your company details should automatically populate into the estimate from the information you submitted in your ‘Organization’ section to include any bank account details or payment instructions you have entered - if you haven’t done this go back to section How to create a Bookkeeping business profile
Scroll down to the line items section of your Estimate.
Fill in the details of the estimate - including the description of your services / products, their pricing and applicable VAT rate. Where you have already created a saved service/product item as per Section 3 above, you can auto-populate this information quickly by typing the service/product name and selecting the results that pops up.
Add whatever custom note you need at the base of the Estimate
Add an attachment if needed (a design, photo or something else)
Click save
You can then click ‘Send’ to email the customer the estimate from the system.
Save the document.
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