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in this video Im going to show you what to do when you are working with estimates but you need to make some changes between it being an estimate and when it turns into an invoice okay so lets start off by looking at when you create a new estimate so were going to go in the top left corner and click the plus new button and then the First Column estimate so this is where you would go in your normal process of just creating a new estimate and then and I did do another video on working with estimates and making a new estimate so I do have more information in the other one but a quick version here you just pick your customer the estimate date that would be the absolute basic information the customer the date and the product or service that the things that you want listed in the estimate and then you could do it with a quantity rate or you can just do a flat amount like that and you could check this off if it had sales tax or not okay so were going to come over here to our estimates page
