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Link Estimate To Project
11/12/2024 5:52 PMGo to Menu -> Sales -> Estimates and click ... -
Send Estimate to Email
11/12/2024 5:53 PMWPSCRM have opt... -
Converting Estimate To Invoice
11/12/2024 5:55 PMYou can easely convert the estimate to invoice from the admin area. Open the estimate you... -
Create Estimate
11/12/2024 5:56 PMTo create new estimate go to Sales -> Estimates -> Create New... -
Converting proposal to estimate/invoice
11/12/2024 5:58 PM... -
Exporting Customers Invoices/Estimates/Payment to ZIP
11/12/2024 5:59 PMGo to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file....