Skip to main content
March 29, 2024
Question

How to insert a line in a project estimate?

  • March 29, 2024
  • 1 reply
  • 0 views
Original commenter did not share additional details

1 reply

March 29, 2024

I've got you covered, will. Let me ensure you can do this successfully.

 

We can open your project estimate to add a new line item. Feel free to follow the steps below. 

 

For the old estimate layout 

 

  1. Go to the Projects menu
  2. Select the appropriate customer project.
  3. Head to the Transactions tab, then open the estimate.
  4. Click the Add lines button and enter the additional line items.
  5. Hit Save and close.

 

For the new estimate layout

 

  1. Select Projects from the sidebar menu.
  2. Choose the appropriate customer project.
  3. Go to the Transactions tab, then open the estimate.
  4. Click the Add product or service button to add the additional line items.
  5. Press Save and close.

 

I'd like to share these articles for future reference on personalizing and turning estimates into invoices: 

 

 

You can always reply to this post if you have further questions about inserting a new line in a project estimate. I'll always be happy to assist you.