For the complete documentation index, see llms.txt. This page is also available as Markdown.
Create new estimate
When creating an estimate we enter a subject, a date and a job number.
In some companies — depending on configuration — the job number can also be left blank, because the job is only created when the estimate is approved.
A new estimate can be created in various ways:
From the estimate list
In the menu under Finances > Estimates you reach the list of estimates. Above the list on the right there is a button "New estimate".
From a job
In the "Finances" tab of a job you will find all estimates created so far for that job. Above the list the button "New estimate" can be used.
From a customer account
In the "Finances" tab of a customer account you will find all estimates created so far for that customer account. Above the list the button "New estimate" can be used.
From a customer
In the "Finances" tab of a customer you will find all estimates created so far for that customer. Above the list the button "New estimate" can be used.
As a copy from another document
In the "Options" tab of a financial document a new estimate can be created in the "Copy document" section if "Estimate" is selected as the target format.
... select a template when creating an estimate, or
... open the template under "Finances > Templates", go to the "Options" tab and there create a copy of the template with the target format "Estimate" (see above).
