• Link Estimate To Project

    15-09-2024 22:01:35
    Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be s...
  • Send Estimate to Email

    15-09-2024 22:20:04
    Accentra have the feature to send this estimate to the related customer. And also the PDF estimate can be attached to the email. If you want to do not attach the PDF estimate to be attached, simply uncheck the checkbox Attach...
  • You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice...
  • Create Estimate

    15-09-2024 23:07:01
    To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate...
  • To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown...