Month: January 2016

Categories
Reports

How do I view accepted estimates?

How do I view accepted estimates?
140 views

  • Go to ‘View reports’, >> ‘Reports’, >> ‘Accepted estimates’
  • You can select the current month, previous month or a date range to view all the accepted estimates at the month.
  • The accepted estimates will be displayed

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Categories
Reports

How do I view all estimates?

How do I view all estimates?
122 views

  • Go to ‘View reports’, >> ‘Reports’, >> ‘All estimates’

    • all estimate 01

  • You can select the current month or previous month or a date range to view all the estimates that you created during the time period you selected.

    • all estimate 02

  • Select the ‘Export report in excel’ to create, view and export estimate reports in excel
    • Categories
    Manage estimates

    How to resend estimates?

    How to resend estimates?
    107 views

  • Go to ‘Manage Estimate’, >> ‘Estimate Action’, >> ‘Resend estimate’.

    • 01

  • List of estimates that you created will be displayed
  • You can view estimates through time period option or ‘Search client’ option
  • From the list select the estimate that you wish to resend.

    • 02

    • A dialogue box opens asking do you want to send a reminder to the selected client(s)
    • Click ‘yes’

    03

    • The estimate will be resent.
    Categories
    Manage estimates

    How do I create invoice from estimate?

    How do I create invoice from estimate?
    107 views

  • Go to ‘Manage Estimate’, >> ‘Estimate Action’, >> ‘Create invoice from estimate’.

    • 01

  • List of estimates that you created will be displayed
  • You can view estimates through time period option or ‘Search client’ option
  • From the list select the estimate that you wish to change to invoice.
  • Click ‘Create invoice’ button

    • 02

  • A dialogue box opens up asking if you wish to convert the selected estimate to invoice.
  • Click on ‘Yes’ option

    • 03

  • Estimate will be created as invoice
  • Click save button.

    • 04

    Categories
    Manage estimates

    How do I void an estimate?

    How do I void an estimate?
    295 views

    • Go to ‘Manage Estimate’, >> ‘Estimate Action’, >> ‘Void Estimate’.

    01

    • List of estimates that you created will be displayed
    • From the list select the estimate that you wish to void
    • Click ‘Void’ button

    02

    • A dialogue box opens up asking if you wish to permanently remove the selected estimate from Handdy Estimates
    • Click on ‘Yes’ option

    03

    • You will get a message saying that your estimate has been successfully voided.
    • By clicking on ‘Export report to excel’ option, you can export this report on Excel.
    • This is how your report will look like on Excel.
    Categories
    Manage estimates

    How do I copy an estimate?

    How do I copy an estimate?
    115 views

    • Go to Manage Estimate>> Estimate action >> Copy Estimate

    01

    • List of estimates that you created will be displayed
    • You can view estimates through time period option or ‘Search client’ option
    • In the ‘Copy’ section, select the particular estimate that you wish to copy. Then select ‘Copy Estimate’ button

    02

    • You will see a message asking if you wish to copy that estimate. Click ‘Yes’ option

    03

    04

    • The estimate that you have selected is copied with a new estimate number.
    • You can make any changes necessary and send this new estimate.
    Categories
    Manage estimates

    How do I edit an estimate?

    How do I edit an estimate?
    117 views

    • Once you save your estimate you will see a page which shows how the estimate will display to the clients
    • The edit button is visible and available on this page

    01

    • To make changes to the saved estimate click on ‘Edit’ option that appears on the top left hand side of your screen.

    02

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    • Having made the necessary changes, click on ‘Update’ option.

    04

    Categories
    Creating an estimate

    How do I create an estimate?

    How do I create an estimate?
    115 views

    • Log on to Handdy Estimates.
    • Click ‘Create estimate’ tab to begin creating your estimates.
    • Enter information like ‘Client company’, ‘Customer address’, ‘Estimate number’, ‘Estimate date’, ‘Currency’ and ‘Estimate valid for’.

    01

    • Enter sale particulars like ‘Item’, ‘Description’, ‘Price’, ‘Quantity’, ‘Units’ and ‘Tax’ for each line item.
    • Tax can be charged for each line item under the ‘Tax’ tab.
    • The amount payable for each line item will be calculated and displayed under the ‘Amount ‘tab.
    • Click on ‘Add line’ to include new line item.
    • ‘Subtotal’ reflects the total value of all line items.

    02

    • Below the ‘Subtotal’ tab is the ‘Add field’ tab which allows you to Add tax, Add subtotal, Discount, Charges and Others.
    • The total estimate amount will be displayed below the ‘Add field’ tab.
    • You can add notes to customer by using the ‘Notes to Customer’ tab which appears below the ‘Estimate Total’ tab.
    • Notes to customer will appear at the bottom of the estimate that you have created.

     

    03

    • Sales rep’ option allows you to include in the estimate name of the sales person who has executed the sale.
    • Additionally, in the ‘Sales rep’ tab using ‘Add new sales rep’ option you can add first and last name and email address of a sales person that you wish to add to your list.
    • Review the created estimate and click ‘Save’ option to save your estimates.

    04

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    • The estimate that you have created will appear on the screen.

     

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