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You can find this section in HostBill Admin =E2=86=92 Payme= nts =E2=86=92 Estimates
HostBill allows you to create estimate orders for your clients. This opt= ion is very useful while dealing with undecided clients or when you want to= offer some extra products/services to your clients.
The Estimates section manages estimates. The list of estimates displays = basic details, estimates status, total estimated amount, creation date and = assigned client.
To create a new estimate go to Payments =E2=86=92 Estimates and click on the New estim= ate button. First, you will see a drop down list from which you need to cho= ose a client for whom the estimate is created. Then, you need to add new pr= oduct/service which is available in your storage or you can as well add pro= ducts/services which aren't officially stated. It depends on you what propo= sal you want to make. Also, you have to add price and quantity.
Estimates have similar layout as Invoices. You are able to define taxes,= discounts and estimate service costs.
Below estimate details you will find a list with added items. Adding new= items and changes made to them are saved automatically. If you want to add= item with reference to one of you services, click on "More options" next t= o "Add" button to bring forth the product selection menu.
Set Status option allows you to freely change estimate status. There are= five statuses to choose from:
The Send option allows you to send selected estimates to clients (one by= one or in bulk). Estimates that were sent using this option will automatic= ally change their status to "Sent".
Estimates are sent using Client: Estimate email template.
Convert to invoice button allows you convert estimate to invoice. I= t means that this entry status will change to "invoiced" and new invoice wi= th the same details will be added in your system. Invoice created from esti= mate starts with unpaid status.
If the estimate was converted into invoice, you will see the invoi= ce link along with the message 'This estimate was converted to= invoice: 01/01/2018'
If the estimate was converted into order draft, you will see the draft l= ink along with the message: 'This estimate has order draft related to= it: #1231'
The estimate can be generated from Order draft by clicking "Genera= te estimate" option. The following options are available:=
Note:
If the admin generates the final order from order draft, and the o= rder draft was used to send the estimate to client, the estimate=E2=80=99s = status will also be changed to =E2=80=9CInvoiced=E2=80=9D.
If the admin tries to delete the order draft that was used to gene= rate an estimate, they will be warned that the order is related to a sent e= stimate.
Download PDF option allows you to download pdf document representin= g this estimate. Generated document will use template set in S= ettings =E2=86=92 Billing =E2=86=92 Estimate customization
Apart from the options listed above you can perform following actions on= your estimates: