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Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be s...
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Estate Mailer Pro have the option to send this estimate to customer which is related. Also, the PDF estimate will be attached to the email. If you do not want to attach the PDF estimate, simple uncheck the checkbox Attach Esti...
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You can easily convert the estimate to invoice from the admin area. To do that, open the estimate you want to convert and on the right side, click Convert to Invoice....
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To create new estimate go to Sales -> Estimates -> Create New Estimate or click on the Build icon on the top left side and click Create Estimate. ...
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To convert proposal to invoice or estimate, select the proposal from the table and on the right side a convert button will be shown. ...
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Go to the customer profile and click on the tab you want to export data eq. invoices. Select status or just leave it all and click Submit. All invoices based on your selected options will be added to .zip file....