Ixonn Group

User Guides

Create Estimate

Table of Contents

To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate

create estimate

Client – Before selecting a client you must have added clients Customers->New Customer.

When selecting a Customer the customer information will be fetched directly from the customer profile you created. Another option is that you can click on the edit icon and directly add the desired customer information, this also is applied for the billing information they are also fetched when selecting a customer.

 If you want the billing details to be auto populated when selecting the customer you need previously to have added Billing details in the customer profile.