Search Knowledge Base Articles

  • Link Estimate To Project

    2023-09-13 17:05:13
    Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A drop-down with projects will be s...

  • Send Estimate to Email

    2023-09-13 17:06:11
    Monkey have option to send this estimate to customer which is related. Also the PDF estimate will be attached to the email. If you want to do not attach the PDF estimatae simple uncheck the checkbox Attach Estimate PDF...

  • Converting Estimate To Invoice

    2023-09-13 17:14:35
    You can easely convert the estimate to invoice from the admin area. Open the estimate you want to convert and on the right side click Convert to Invoice ...

  • Create Estimate

    2023-09-13 17:16:27
    To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on the Build icon on the top left side and click Create Estimate ...

  • Converting proposal to estimate/invoice

    2023-09-13 17:17:14
    To convert proposal to invoice or estimate select the proposal from the table and on the right side a convert button will be shown ...

  • Exporting Customers Invoices/Estimates/Payment to ZIP

    2023-09-13 17:25:43
    Go to the customer profile and click on the tab you want to export data eq. invoices Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file. ...