Dieterich Bank Online Mobile Banking Business User Guide

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10. To add an additional product or service, click the “+ Add line item” link. 11. To add a discount, click the “+ Add Discount” link. Use the drop-down to select a discount type. Enter a discount and click the “Apply Discount” link. 12. To edit sales tax, click the “+ Edit sales tax” link, click the toggle, enter the sales tax rate and click the “Save changes” link. 13. (Optional) Enter a message. 14. After completing an estimate, you have a couple of options: a. Click the Send estimate button to send the estimate. b. Click the “Preview estimate” link to see what your customer will see when receiving this estimate. c. Click the “Save to list” link to create the estimate, but not send it.

Autobooks: New Estimate