You're absolutely correct, @fcalero!
Allow me to share a little more information about creating an estimate.
@ReaM is correct. In addition, creating an estimate happens when you're giving a proposal of items or services to your customers. With this, the quantity of your inventory items is not affected. This also allows you to create an invoice, once your customer agrees with your proposal.
If you haven't created one yet, let me show you how to create an estimate.
- Go to the Plus icon.
- Under Customers, select Estimate.
- Select a customer and a date for your estimate.
- Choose an item or service under PRODUCT/SERVICE.
- Enter the quantity and the amount of your items or services.
- Click Save and close.
For your reference, I've included our detailed guide in creating an estimate.
Fill me in if you have in other questions by leaving a comment below. I'll be here to keep helping. Enjoy your weekend!
