...
- Used to provide customers a calculation for the cost of products/services. Can be converted to an invoice.
- Displayed on finance page as: Est
- Effect on Balance: No effect on balance
- Voidable/Editable? No
How to create an estimate
- From the Client’s Finances page, go up to the Client pull-down, choose “Create an Estimate”
- Date = today
- Choose correct provider and patient
- Enter Bill Item Code or start typing description in code box, adjust any Low/High Qty (if applicable)
- If taking a deposit , enter Deposit Method and Amount
- If the client has a $0 balance, the deposit will leave a credit on their account to be applied to their next invoice.
- If the client has a balance, the deposit will pay down or pay off that balance. Any remaining funds will be left as a credit on the account.
- Verify all information is correct
- Click OK
How to convert an estimate to an invoice
- From the Client’s Finances page, double click on the estimate line
- Go up to the Estimate pull-down, choose “Convert into an Invoice”
- Click “Convert” to Proceed through the “Are you sure” message
- NOTE: Converting will bring over the low quantities in the estimate
...