{"id":799,"date":"2015-06-24T09:21:06","date_gmt":"2015-06-24T09:21:06","guid":{"rendered":"http:\/\/www.onlineinvoices.com\/blog\/?p=799"},"modified":"2017-04-26T13:57:09","modified_gmt":"2017-04-26T13:57:09","slug":"managing-estimates-in-the-online-invoices-system","status":"publish","type":"post","link":"https:\/\/www.onlineinvoices.com\/blog\/2015\/06\/24\/managing-estimates-in-the-online-invoices-system\/","title":{"rendered":"Managing Estimates on the Online Invoices System"},"content":{"rendered":"

Through the “Invoice & Estimates”\u00a0<\/strong>tab, Select “<\/strong>Estimates”<\/strong>. If you activated the “<\/strong>Inventory management and control software“<\/strong><\/a>\u00a0from the “Plug-in Manager”<\/strong> section, Then the “<\/strong>Invoice & Estimates”\u00a0<\/strong>\u00a0tab will be showing as “<\/strong>Sales”<\/strong>.<\/p>\n

The estimates page displays all the estimates issued by the system. You can search by the client (or use the advanced selectional options through the (More Options link at the top right). The estimates can be categorized and listed by date, status etc, Estimates can be edited, exported, printed, and saved as a PDF<\/strong> file.<\/p>\n

Use the “Search”<\/strong> bar to find an estimate and save time.<\/p>\n

 <\/p>\n

View an estimate and modify it<\/span><\/h2>\n
    \n
  1. Through the “Invoice & Estimates\/Sales”<\/strong>\u00a0tab select“<\/strong>Estimates”<\/strong>.<\/li>\n
  2. Locate the estimate using the “Search” <\/strong>bar.<\/li>\n
  3. Click on the\u00a0“E<\/strong>stimate”\u00a0<\/strong>\u00a0you wish to view.<\/li>\n<\/ol>\n

    \"view-estimates\"<\/a><\/p>\n

     <\/p>\n