The Estimates Extension for WP Ever Accounting allows you to effortlessly create, customize, and manage professional estimates. This feature is ideal for businesses looking to streamline their quotation process and maintain consistency in their estimates.
Accessing the Estimates Extension Settings
To configure the Estimates Extension settings, follow these steps:
- Go to the Dashboard
Open your WP Ever Accounting dashboard. - Navigate to Settings
From the left menu, click on Settings. - Access the Estimates Tab
Under the Extensions section, select the Estimates tab to view and manage all estimate-related options.
Estimates Settings Options
The Estimates settings provide several customization options to suit your business needs:
Estimate Options
Customize how your estimate number gets generated automatically when you create a new estimate.
- Number Prefix: Set a prefix for estimate numbers.
- Minimum Digits: Define the minimum number of digits for the estimated number.
Estimate Defaults
Define default values for your estimates to save time and maintain consistency.
- Notes: Add a default note on every estimate.
- Terms: Specify default terms for estimates.
Estimate Columns
Customize the labels of the columns in your estimates to match your business terminology.
- Item Label: Default is Items.
- Price Label: Default is Price.
- Quantity Label: Default is Quantity.
- Tax Label: Default is Tax.
- Subtotal Label: Default is Subtotal.
Saving Changes
After configuring your estimate settings, ensure you click the Save Changes button to apply your updates.
