• How to convert an estimate to an invoice?

  Your client accepted your estimate. Congratulations! Payyit makes it easy to convert an estimate to an invoice, so let's get you paid! Click Sales in the menu on the left side of your screen. Click on Estimates. Find the estimate you want to convert, and click the arrow button to the right of that estimate. (The arrow will appear as your cursor moves over that estimate line.) Select Convert to invoice from the drop-down menu. A message will appear asking: CFew readers

• How to view, edit or delete an estimate?

  To learn how to view, edit or delete an Estimate, follow these step-by-step instructions: Click on Sales Estimates in the menu at the left of your screen. Find the estimate you want to view and click the arrow button to the right of that Estimate. Select View from the drop-down menu. An Estimate screen will open up. From there, you'll be able to look through your entire estimate, Convert to Invoice, Edit it, Send it, Export a PDF version, or DFew readers

• How to create an estimate?

  Creating professional estimates in Payyit is quick and easy. When your client accepts the estimate, you can go right ahead and convert it straight to an invoice to save even more time. Click on Sales in the menu at the left side of your screen. Click on Estimates. Click the Create an estimate button on the far right. Under Add an Estimate, you can change the title and then do the following: Select a Customer from the drop-down menu. You can also click AddFew readers