Overview

Easily create, filter, and manage estimates and invoices to maintain a seamless sales process.

Key Features

• Create estimates and invoices quickly.
• Filter records by status, date, or customer.
• Add custom notes, summaries, and payment terms.

Step 1: Creating an Estimate

1. Navigate to Sales > Estimates.
2. Click Add Estimate.
3. Enter the following details:
   • Customer: Select a customer from the list.
   • Items: Add products/services to the estimate.
   • Date: Set the estimate date and expiry.
4. Add a summary, terms, or footer notes.
5. Click Save or Send Estimate.

Step 2: Creating an Invoice

1. Navigate to Sales > Invoices.
2. Click Add Invoice.
3. Enter the customer, items, and dates as outlined in the estimate creation process.
4. Add payment terms, custom notes, or a footer.
5. Click Save or Send Invoice to finalize.

Managing Estimates and Invoices

• Use filters to sort by status (e.g., paid, unpaid, draft) or date range.
• Preview invoices/estimates before sending.
• View summaries for unpaid, draft, and recurring invoices.