Estimates records proposed customer terms using a native customer, reusable catalog items or custom lines. Saving an estimate creates no invoice or ledger entry. Use it while the commercial terms are being prepared and reviewed.
- Open Estimates for the company and choose New estimate.
- Select the customer, estimate date and validity date.
- Add the supported line quantities, prices and reviewed tax amount.
- Enter Terms and notes, then select Save estimate draft.
Review the saved total and customer identity before confirming the proposal. Catalog items can speed preparation, but the copied terms still need to match the actual offer. An estimate's approval, customer acceptance evidence and invoice conversion are separate stages.
Keep the source of unusual pricing or conditions in the appropriate company records. Do not describe a saved estimate as accepted by the customer until the required acceptance evidence has been recorded and confirmed. The estimate workflow also does not record email delivery merely because terms are ready for the customer.
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