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Customer: Estimates

You can create estimates and quotes within Zubifi and later convert them to invoices. An estimate is similar to an invoice except that it does not create any accounting entries. The estimates are available in the Transactions area.

Creating an Estimate

To create a new Estimate click the PLUS icon in the upper right corner of the screen (beside the user icon). Then select “Estimate” from the menu. Then make sure to select a contact (or create a new one) and fill out the other fields as appropriate. You can set terms for the estimate if so desired.

ESTIMATE NUMBER The estimate number is defaulted to an auto-generated value starting with EST00001 and incrementing by one. You can change this value to meet your own needs.

MEMO The memo line is normally not included on the document when it is printed or emailed, but you have the option to incude it by checking the box labeled “Visible to Customer?” and saving the document. This will print the memo at the bottom of the PDF document.

LINE ITEMS You can have multiple line items. The default shows up to 5 but you can add more lines by clicking the “Add Line Items” link under the table. Each line item requires you to add a Product or Service and enter both a quantity and amount in order to be properly added to the document. The tax rate is automatically selected by first looking at the contact's individual settings and if not set then reverting to the company settings.

CUSTOM FIELDS Estimates support custom fields that can be set under the Settings menu. You can add up to 20 custom fields that will be available to all estimates.

EMAIL & PRINT QUEUES You can opt to include the document in the print or email queue list by checking the appropriate box in the Add to Queue area at the top of the line items box. To view and manage your queue click the Bell icon at the top of the screen (beside the user icon) and select the appropriate queue (email or print) to manage.

Other Actions

Once an estimate has been created there are several additional actions you can perform. These include:

  • Print to PDF
  • Send as Email
  • Save as Invoice
  • Create a Copy

The actions are available beside the Save button at the top of the screen in the dropdown menu. In addition, you can add attachments to estimates.

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customer/estimates.txt · Last modified: 2019/09/30 14:31 by admin