Month: January 2016

Logo for estimate
187 views

• Goto ‘Settings’>>‘Logo for Estimate’
• Choose the logo from ‘Choose file’ option
• Click the ‘Save’ button

What is ‘Notes to customer’?
153 views

• Goto ‘Settings’>>‘Notes to Customer’
• Enter the message to your clients in ‘Notes to Customer’ box
• Click ‘Save’

What are the different email settings
162 views

There are 5 email settings available:

• Email text sent to clients (along with a new estimate)
• Under ‘Settings’ is the ‘e-mail text content settings’ which has options like
• Email text sent to clients: This email text is sent to your clients along with new estimates
• Resend invoice: This email text is sent to your clients along with new estimates
• Due date coming up shortly: This automatic email will be sent to your clients to remind them of the due date to make payment
• New user activation email: New user activation email is sent to new users. This automatic email is sent when you add a new user within your account. Set when to send automatic reminder and overdue messages: Automatic reminder and overdue setting.
• Depending on the task that you wish to perform, you can select a particular option.
• For an example, if you wish to acknowledge your customer for the payment that you received, select ‘Payment received with thanks’ option.
• An email template opens up with the subject line ‘Thank you for your payment’
• By default, the email will have content. Do not edit anything enclosed within “%”. These are codes for relevant invoice number, company name and so on. The relevant information will be inserted automatically into your email.
• You can edit the text outside of the coding (%) and change the message you wish to convey in the body of your email and/or the subject as required.
• If you want to edit the keyword between the %, select the keyword from the drop down list below and insert it at the appropriate places.
• Click on ‘Update’ option after you have made the required changes.
• An email will be sent to your customer
• Select ‘Restore default settings’ option to switch back to the default settings

How to add product or service details
168 views

• Click ‘Add new item’



• Enter ‘Item name’, ‘Rate’, ‘Quantity’, ‘Unit’, ‘Description’.



• Click ‘save’ button.

How to add taxes?
130 views

What are the different settings for estimates?
123 views

Go to’ Settings’>>’Estimates settings’

You will find the following estimate settings:

• Estimate name
• Decimal format
• Number format
• Units
• Logo for Estimate
• Notes to customers

Estimate name:

• Go to ‘Settings’, >> ‘Estimate name’,
• Enter the estimate name
• Click add button

• Click save button.

• A dialogue box appears saying ‘Estimate name has been added successfully’
• All your proceeding estimates you create will be created under this name.

Decimal Format

• You can create the estimates in ones, tens, thousands or ten thousand format depending upon the country.
• ‘Goto settings,>> ‘Decimal formats’
• Select the specification in the drop box.

Number Formats

• Goto ‘Settings’>>’Number formats’
• Select the number format you want your estimates to be printed by clicking the respective radio button.

• The number format will be applied for the proceeding estimates.

Units

• When you create an estimate, depending on the nature of the particulars, you can specify the units. Ex: Hourly or weekly. Or you can use Dozen, Kg etc.