Invoice and Estimate features
What is Clone this Estimate option?
There is a tip for estimates that lies behind Clone Estimate option. It offers possibility to use the same estimate content for another customer and save your time. When you land on Estimate page, choose Actions tab and then Clone this Estimate. When you are directed to the estimate, change Client Info or edit Estimate Info, save and send to another potential client as an offer.
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?
- 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 pull the data for the Estimate instead of typing them again?
- Can I attach any file to Invoice?