Sending a revised estimate
An estimate is an approximate calculation of your project cost and time requirements. The Estimate Slips tab shows the slips you have created to guess the time and cost of a project; these slips correspond to single line items on an estimate.
Unlike the case of an invoice, Billings stores the estimate slip in the Estimate Slips tab even after you sent it. To send a revised estimate, you can make adjustments to an estimate or create a new estimate and send it.
To send a revised estimate
- Make adjustments to your estimate or create a new one.
- Select the estimate slip(s).
- Choose Project > Send Estimate.
- Enter the appropriate information. Click Create.
Billings sends the estimate according to the delivery option you have selected.
Billings stores a link to the sent estimate in the Links tab of the project window as a PDF document.