Knowledge Base
Invoice and Estimate features
Can I pull the data for the Estimate instead of typing them again?
Yes, any specific work detail and its price can be copied to estimates from another document. In the frame for work details click to an open book icon and the menu of previous descriptions will open for you. You can select appropriate description and it is automatically copied to your estimate.
Other articles in this category
- How does the Invoice option works?
- How to set template for invoice of your company?
- What is the purpose of Invoice template setting?
- How to make Estimate?
- What is Clone this Estimate option?
- How does Create Client from this Estimate work?
- How to make receipt for payment?
- I can't see my company logo and my signature on invoces? What to do?
- Can I attach any file to Invoice?