Once your offer is accepted, you simply tap Create Client from this Estimate and the app automatically makes the Client profile from the data on the Estimate. To use this option go to Home Page menu => Estimates and choose the confirmed estimate from the list. When it opens, choose Actions tab and then Create Client from this Estimate. It is as simple as that!
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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 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?