Estimates in Fynlo are easy to create and customize, providing your clients with a clear cost breakdown before finalizing a sale. Once a client accepts an estimate, you can seamlessly convert it into an invoice.
Before You Start
Ensure your company settings are complete (e.g., clients, items, accounts) to streamline the process.
Steps to Create an Estimate
Step 1: Navigate to Income > Estimates and click the + New Estimate button.
Step 2: Enter Estimate Details
Step 3: Add Item Information
Include each item or service with details like:
Step 4: Attachments and Review
Add relevant documents or review the estimate summary.
Step 5: Save the Estimate
Managing Estimates
Once the customer agrees to your estimate, it can be converted to an Invoice.
Step 1: To find estimates, Income > Estimates.
Step 2: Choose the customer quote you wish to select, and click on Convert Invoice, on the right-hand side under the Action column to convert it.
Note: Estimates (Quotes) can be updated (e.g., status set to "Invoiced") before conversion.
💡Tips:
- Use draft mode for internal reviews.
- Add track categories to monitor transactions within budgets or goals.
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