Categories
Creating an estimate

Estimate template

Estimate template
265 views

Estimate template

  • Goto ‘Settings’>>’Estimate template’
  • The five templates available are Professional template, Service template 1, Service template 2, Fixed fee template and Product template
  • Depending on the nature of your estimate you can choose a template accordingly
  • Professional template: General template that can be used for many type of companies
  • Service template1: Used by companies that provides services
  • Service template2: Used by companies that provides services
  • Fixed fee template: Used by companies who work on a fixed fee basis
  • Categories
    Settings

    What are the different email settings

    What are the different email settings
    265 views

    There are 5 email settings available:
    01

    • Email text sent to clients (along with a new estimate)
    • Under ‘Settings’ is the ‘e-mail text content settings’ which has options like
    • Email text sent to clients: This email text is sent to your clients along with new estimates
    • Resend invoice: This email text is sent to your clients along with new estimates
    • Due date coming up shortly: This automatic email will be sent to your clients to remind them of the due date to make payment
    • New user activation email: New user activation email is sent to new users. This automatic email is sent when you add a new user within your account. Set when to send automatic reminder and overdue messages: Automatic reminder and overdue setting.
    • Depending on the task that you wish to perform, you can select a particular option.
    • For an example, if you wish to acknowledge your customer for the payment that you received, select ‘Payment received with thanks’ option.
    • An email template opens up with the subject line ‘Thank you for your payment’
    • By default, the email will have content. Do not edit anything enclosed within “%”. These are codes for relevant invoice number, company name and so on. The relevant information will be inserted automatically into your email.
    • You can edit the text outside of the coding (%) and change the message you wish to convey in the body of your email and/or the subject as required.
    • If you want to edit the keyword between the %, select the keyword from the drop down list below and insert it at the appropriate places.
    • Click on ‘Update’ option after you have made the required changes.
    • An email will be sent to your customer
    • Select ‘Restore default settings’ option to switch back to the default settings
    Categories
    Settings

    How to add taxes?

    How to add taxes?
    208 views

  • Enter sale particulars like Items, ‘Description’, ‘Hours’ and ‘Rates’ for the each line item.
  • From the ‘Tax’ tab select ‘Add new tax’ option for the line item(s) that you wish to add tax to.
  • Below the ‘Subtotal’ option you will see ‘Add field’ button.
  • Click ‘Add field’ button and select ‘Add tax’.
  • Select ‘Add new tax’
  • You will find 3 options namely,‘ Standard tax’,’ Group tax’, ‘Tax over tax’
  • Select any of them and give it a new name.
  • Click ‘Save’ button
  • Estimate total will be displayed
  • Estimate total is the tax calculated for the Subtotal that is printed just below the line items.
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    Categories
    Settings

    What are the different settings for estimates?

    What are the different settings for estimates?
    185 views

    Go to’ Settings’>>’Estimates settings’

    01

    You will find the following estimate settings:

    • Estimate name
    • Decimal format
    • Number format
    • Units
    • Logo for Estimate
    • Notes to customers

    02

    Estimate name:

    • Go to ‘Settings’, >> ‘Estimate name’,
    • Enter the estimate name
    • Click add button

    03

    • Click save button.

    04

    • A dialogue box appears saying ‘Estimate name has been added successfully’
    • All your proceeding estimates you create will be created under this name.

    Decimal Format

    • You can create the estimates in ones, tens, thousands or ten thousand format depending upon the country.
    • ‘Goto settings,>> ‘Decimal formats’
    • Select the specification in the drop box.

    05

    Number Formats

      • Goto ‘Settings’>>’Number formats’
      • Select the number format you want your estimates to be printed by clicking the respective radio button.

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    • The number format will be applied for the proceeding estimates.

    Units

    • When you create an estimate, depending on the nature of the particulars, you can specify the units. Ex: Hourly or weekly. Or you can use Dozen, Kg etc.

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    Categories
    Reports

    How do I view opened estimates?

    How do I view opened estimates?
    188 views

    • Go to ‘View reports’, >> ‘Reports’, >> ‘Opened estimates’
    • You can select the current month, previous month or a date range to view all the opened estimates of the month.
    • The opened estimates will be displayed
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    Categories
    Reports

    How do i view rejected Estimates?

    How do i view rejected Estimates?
    199 views

  • Go to ‘View reports’, >> ‘Reports’, >> ‘Rejected estimates’
  • You can select the current month, previous month or a date range to view all the rejected estimates at the month.
  • The rejected estimates will be displayed
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