Creating estimates is identical to creating an invoice, except Estimates do not affect your financials. Your company should train themselves on how to create and manage estimates. Consider having the TOM Admin teach this class.
Videos to Watch Prior to Lesson
Accounts Receivable–Videos 1 and 2 (about 10 minutes)
Lesson Time: 60 minutes
Topics We Will Cover
- Review Invoice Items and Types
- Creating Estimates
- Printing and Emailing