Estimates to Invoice
When an estimated price gets approval from a client, the doc will keep it as accepted. If the estimate is refused, it will be in the declined state. When an estimated price is accepted by a client, it will instantly generate an invoice which will remain as a draft.
Estimates is basically a document of the forecasted price of goods that may vary from the market price. It is an approximate price of goods to your clients. If the clients agree to the estimated costs of goods or a service, you can simply convert the estimated costs into invoices. How to Add Estimates To …
To setup Estimates, go to Settings and click on the Extension tab. You will see the following fields will appear- What you can do with these fields are mentioned below- Field Description Estimate Prefix Set default prefix to generate Estimate Number Minimum Digits Declare minimum generated digits after prefix Estimate Terms Set default terms for …
To install Estimates for WP Ever Accounting; first of all, download the file from the Ever Accounting profile. A zipped file will be downloaded. Upload the Zipped file After Downloading the file, upload the zip file. To upload, click on Plugins>Add New and upload the file. Install Estimates and Activate Now click install and notification …