New Feature: Estimates
We are pleased to announce a new estimates feature for www.cannybill.com.
From your admin -> settings -> invoice settings -> you can enable the estimates feature.
Now the estimates feature has been activated you can now go ahead and create your 1st estimate. Simple go to the admin -> invoices tab -> and click on create new invoice.
Now instead of selecting the invoice option, select estimate from the drop down menu and enter all the required information such as the description and price.
That’s it, you’re all done, your 1st estimate has been created and you can now sent it to your customer with an optional PDF version attached.
Under the admin -> invoices tab -> you can switch between looking at all your invoices or estimates you have created.
Tags: CannyBill, estimates, new features
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September 24th, 2009 at 5:12 am
This is a brilliant feature.. Thank you so much for adding this.. I’m giving this a test spin for the next couple of days.. Expect a paying customer very soon.. I’m loving what I’m seeing..
September 24th, 2009 at 9:31 am
Thanks Prajwal, thats very kind of you
Let me know if you have any questions or if I can help in any way.
October 5th, 2009 at 10:18 pm
This is a brilliant feature.. Thank you so much for adding this.. I’m giving this a test spin for the next couple of days.. Expect a paying customer very soon.. I’m loving what I’m seeing..
October 12th, 2009 at 6:13 am
Great site. Keep doing.,
December 2nd, 2009 at 11:52 am
Hi,
This is what I was needing but just tried to edit a client’s info to enable the estimate feature and I don’t have the checkbox? A solution to working round this? Or is it too late once the client has been created..?
December 2nd, 2009 at 1:11 pm
The estimates feature is turned on under the admin -> settings -> invoice settings tab. You then need to do to the invoices and click on create new invoice and from the drop down menu select the estimate option.
December 2nd, 2009 at 1:43 pm
Oh thanks Wladimir , what a clown I am … forgot about the invoice type drop down menu.
Well I better get back to my estimate.