Skip to main content
November 8, 2021
Solved

From the main dashboard how can I quickly pull up a list of Estimates that I have written? Remembering which customers have an estimate is not easy.

  • November 8, 2021
  • 1 reply
  • 0 views
I feel there should be a quick link somewhere to just see a list of Estimates, very much like how I can click to see a list of Invoices.
Best answer by cfo7

Awesome!  Thank you very much.  I knew there must be an ability somewhere.

1 reply

LeithG
November 9, 2021

Hi cfo7

 

From the main screen, go to Invoicing -> All Sales -> use the Filter and select Estimates.

Boom, done.

cfo7AuthorAnswer
November 9, 2021

Awesome!  Thank you very much.  I knew there must be an ability somewhere.