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Estimates

Creating Estimates

Create an Estimate


  • Go to Estimates in the sidebar
  • Click "New Estimate"
  • Fill in: title, client info, line items (description, qty, price)
  • Tax rate defaults to 13% (editable)
  • Totals calculate automatically
  • Click "Save Draft" or "Save + Send"

  • Line Items

    Add multiple items with individual quantities and prices. Each line auto-calculates its subtotal.