Estimates

Estimates detail the expected monetary expenditure for a project, allowing clients and the organization to discuss and negotiate costs transparently before starting, ensuring all steps are agreed upon in advance.

By clicking "Create Estimates" on the top left corner, a form appears requiring details like estimate number, validity date, currency, client, taxation preference, billing details, and a note. The estimate can then be saved or sent to the client's email.

After saving the details, you can view individual estimates by clicking the estimate number hyperlink. This provides a detailed view with options to download, edit, create an invoice, cancel, duplicate, or send the estimate to the client.

Estimates outline probable costs for a client's project, facilitating clear communication and mutual understanding between both parties.