Estimates in Sales

Feature

Starting with Goldenseal accounting software version 4.2, you can fill an Estimate into a Sale transaction, and use it for customer invoices and billing.

Suggested By

Turtlesoft staff.

How to Use

When you fill an Estimate into a Sale transaction, it brings in the amount of the Estimate, and awards the estimate so it can't be used again.

Use a Sale for an Estimate when you don't want to track job costs for the project, or use project billing (Draw Schedule, Progress Payment or T&M). It's the best choice for small jobs that aren't worth costing as a separate project.

Technical Details

Programmer note-- code added in CSale::PostEstimate && CSale::HandleEstimateChanged