Estimates

Converting an Estimate into Invoice

How to convert an estimate into an invoice? 1. First of all go to the sidebar menu and click on the category named "Estimates". 2. Now you will be able to see "Actions" column on the very right side, click on the three dots icon under the column. 3. A drop-down menu will appear, now click on the "View" button. 4. Now click on "Actions" on the right side. 5. When the drop-down menu appears click on the "Convert to invoice" option and then it will be converted into an invoice.

Copying Estimate link

How to copy and send estimate public link? 1. First of all go to the sidebar menu and click on the category named "Estimates". 2. Now you will be able to see "Actions" column on the very right side, click on the three dots icon under the column. 3. A drop-down menu will appear, now click on the "View" button. 4. Now click on "Actions" on the right side. 5. A drop-down menu will appear again, then click on "copy link" as shown in the picture below. Once the link is copied you can send ...

Changing an Estimate template

How to change an estimate template? 1. First of all go to the sidebar menu and click on the category named "Estimates". 2. Now you will be able to see "Actions" column on the very right side, click on the three dots icon under the column. 3. A drop-down menu will open, click on the "Edit" button. 4. Click on the "Customize Estimate" below the "Settings" on the right side. 5. Choose a template and click on "Apply theme". 6. Now save the changes and you are done!

Sending an Estimate

How to send an Estimate? Want to send an estimate but don't know how? Don't worry we'll help you out to send an estimate with our simple step by step guide. 1. As you log in to your account of Invoice Quickly the "Dashboard" page opens. Look at the sidebar menu you can see a category named "Estimates", click on it. 2. Once the "Estimates" page opens you will be able to see an option to create a new estimate. Click on it as shown in the picture below. 3. Now when you click to create a new...

Creating an Estimate

How to Create an Estimate? In order to create an estimate please follow our simple step by step guide: 1. As you log in to your account the "Dashboard" page opens. Look at the sidebar menu you can see a category named "Estimates", click on it. 2. Once the "Estimates" page opens you will be able to see an option to create a new estimate. Click on it as shown in the picture below.