What are the different settings for estimates?

What are the different settings for estimates?

Go to’ Settings’>>’Estimates settings’ 01 You will find the following estimate settings:
  • Estimate name
  • Decimal format
  • Number format
  • Units
  • Logo for Estimate
  • Notes to customers
02 Estimate name:
  • Go to ‘Settings’, >> ‘Estimate name’,
  • Enter the estimate name
  • Click add button
03
  • Click save button.
04
  • 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.
05 Number Formats
    • Goto ‘Settings’>>’Number formats’
    • Select the number format you want your estimates to be printed by clicking the respective radio button.
05 06
  • 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.
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