Estimates and Invoices
Create, edit and send estimates and invoices with Wiplist.
32 articles
- Introduction to estimates
- How to create an estimate
- Estimate status options
- Preview estimates
- Send your estimate
- Accepting estimates
- Create a copy of an estimate
- Changing client details on an estimate
- Changing an estimate to another project
- Creating an invoice from an estimate
- Creating tasks from an estimate
- Loading an estimate template
- Saving an estimate template
- Submitting an estimate for internal approval
- Changing a price tiers
- Applying a price adjustment to an estimate
- Introduction to invoices
- How to create an invoice
- Create an invoice from an estimate
- Invoice status options
- Change an invoice to another project
- Create a copy of an invoice
- Updating contact details
- Preview and send invoices
- Invoice a percentage of an estimate
- Invoice line items, or parts from an estimate
- Deleting an invoice
- Saving an invoice template
- Loading an invoice template
- Submitting an invoice for internal approval
- Changing client details on an invoice
- Applying a price adjustment to an invoice