Creating an estimate is important while you are preparing an invoice. This estimate will give you a rough idea on the price of the items that you are going to include in the invoice.
To create an estimate, navigate to the WP Admin Dashboard > WP ERP > Accounting > Transactions > Sales.
Now, select the ‘Create Estimate‘ option.
Now, you will be taken to the following screen:
Like creating an invoice, you will need to enter the customer name, transactions date, due date, billing address, product name, quantity name, unit price, amount, particulars, attachments, etc.
Finally, hit the “Save” button and you are done with creating an estimate.
The system will show the estimate in the list of sales transactions:
That’s how you can create an Estimate in WP ERP Accounting.