Search Knowledge Base Articles

Link Estimate To Project

  1. Go to Menu -> Sales -> Estimates and click Create New Estimate
  2. Select customer.
  3. A drop-down with projects will be shown below the customers select field (if no projects associated with the selected customer the dropdown with projects wont be shown)
  4. Select the project
  5. Configure the estimate for your needs
  6. Save the estimate
  7. Navigate to the project area and click on the tab Sales->Estimates you will be able to see the newly created estimate associated with your selected project.

Did you find this article useful?

Related Articles

  • Create proposal

    Create a proposal From the main menu navigate to Sales->Proposals and on the top left side click ...

  • Payment Modes

    To add new payment mode go to Setup->Finance->Payment Modes and click on the top lef...

  • Currencies

    Create new currency To add new currency go to Setup -> Finance -> Currencies...

  • Merging Invoices

    Merging invoices is feature in Clorofile  that allows you to merge/include already created invo...

  • Record Invoice Payment

    While viewing the invoice from the admin area click on the + Payment button to record a ne...