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    Create Estimates

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    Estimates and Invoices are their own separate entities. You may use estimates and invoices independently from one another. You can also use estimates without ever connecting a Braintree/Paypal account! Let's take you through what it's like to create a new estimate:

    • Navigate to Online Presence>Estimates from the left navigation
    • Once on the dashboard click on New and select Estimates

    Create_estimate_1.png

    • The next screen will have you select a client to create the estimate for.  
      • If the client is new, you can add them at this time as a New Client.

    Select_client.png

    • At this point, you can start adding items to your estimate.
      • The items can be existing services, or you can create new items to add to the estimate.
    • You can also Edit the business address and info that you want on the Estimate.
      • This is useful when you are running businesses from home and don't want to share your personal information.
    • You can also modify the label of the Estimate (e.g., Quote) depending on how you refer to estimates.

    Create_estimate_3.png

    • If you need to add discounts or taxes to a line item, you can click on the 3 dots, also called "tri-dots", on the right of the item and then Edit.

    Create_estimate_4.png

    • In the following screen, you can add discount % or $, and multiple taxes if applicable.

    Create_estimate_5.png

    • Your estimate will now include any items, discounts, taxes and other configuration changes that you have applied. 

     Create_estimate_6.png

     For a video tutorial on how to Create a New Estimate, see below:

     

     

     

     

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