BQE Knowledgebase



How do I use estimates in BillQuick?

After you have created an estimate in BillQuick (see the BillQuick Help for how to create estimates), you can use it for the following:

bq estimates.png

Using the Estimate screen's button panel, 

• Click Email to send the estimate to the client via email.

• Click Tools and select ‘Convert to Budget’ to convert this estimate into an internal budget.

• Click Tools and select Create Invoice to convert an estimate into a manual invoice.

• Click Tools and select Assign to assign this estimate to a project or multiple projects.



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Article Details

Last Updated
9th of August, 2017

Product
BillQuick, BillQuick Online, Web Suite

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