Estimating projects or tasks

In Relancer, creating estimates is straightforward, whether manually or from existing project data.

Steps to Create an Estimate: #

1. Access the Estimates Section: Navigate to the Estimates tab.
2. Start a New Estimate: Click on “New Estimate.”
3. Client Selection: Choose an existing client or add a new one.
4. Fill in Details: Provide essential information such as the client’s address, preferred currency, language, and a unique estimate ID.
5. Set Dates: Enter both the estimate date and its expiration date.
6. Add Items: Manually input services or products, or import them from project data. You can also apply relevant taxes and discounts.
7. Optional Notes: Add any additional notes for the client.
8. Create the Estimate: Once all information is added, click “Create Estimate.”

Sending the Estimate #

1. Open the estimate.
2. Click “Send by Email.”
3. Fill in the recipient’s details and email content.
4. Click “Send Estimate” to email it as a PDF attachment.

Converting an Estimate to an Invoice #

If the client accepts the estimate, you can easily convert it into an invoice:

1. Open the estimate.
2. Click “Convert to Invoice.”
3. Adjust any details if necessary.
4. Save the invoice, which will now appear in the Invoices section.