GNBank Digital Banking Guide

152

Autobooks New Estimate

Easily create, manage, distribute and view the status of estimates for prospective customers.

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1. Click the Estimates tab. 2. Click the + New estimate button. 3. Select a customer or create a new one. For more information about creating a customer, go to page 161. 4. Use the drop-down to select a status. 5. Enter an expiration date. 6. Select a product or service or create a new one. For more information about creating a product or service, go to page 169. 7. Enter a quantity. 8. Enter a price. (The amount field will automatically populate.) 9. (Optional) Enter a description. J1 J2 J3 J1 J2 J3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 19c J2 A2 B2 C2 D2 E2 F2 G2 H2 19d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1 a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 3b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 19c J2 A2 B2 C2 D2 E2 F2 G2 H2 19d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 J1 10a 1 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 19c J2 A2 B2 C2 D2 E2 F2 G2 H2 19d 10a 1 2a 3 4 5 6a 7 8 9 10b 1 2 3b 4 5b 6 7b 8 9 10c 1c 2 3 4 5c 6c 7c 8 9 10d 11 2a 3 14a 15 16 17a 18a 19 20a 11 12 13b 14 5 6 17b 8b 19b 20b 1 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A B C D1 E F G1 H1 19c J2 A B C D2 E F G H2 19d 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b J1 A1 B1 C1 D1 E1 F1 G1 H1 19c J2 A2 B2 C2 D2 E2 F2 G2 H2 19d J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 10 1 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I J1 A1 B1 C1 D1 E1 F1 G1 H1 19c 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 10a a 2a 3a 4a 5a 6a 7a 8a 9a 10b b 2b 3b 4b 5b 6b 7b 8b 9b 10c 2c 3c 4c 5c 6c 7c 8c 9c 10d d 2d 3d 4d 5d 6d 7d 8d 9d 10a a 5a 6a 7a 8a 9a 10b b 5b 6b 7b 8b 9b 10c 5c 6c 7c 8c 9c 10d d 5d 6d 7d 8d 9d 10a a 8a 9a 10b b 8b 9b 10c 8c 9c 10d d 8d 9d A1 B1 C1 D1 E1 F1 G1 H1 19c A2 B2 C2 D2 E2 F2 G2 H2 19d A3 B3 C3 D3 E3 F3 G3 H3 I3 a 12a 13a 14a 15a 16a 17a 18a 19a 20a b 12b 13b 14b 15b 16b 17b 18b 19b 20b a 15a 16a 17a 18a 19a 20a 1 B1 C1 D1 E1 F1 G1 H1 19c b 15b 16b 17b 18b 19b 20b a 8a 9a 20a 2 B2 C2 D2 E2 F2 G2 H2 19d 1 E1 F1 G1 H1 19c b 18b 19b 20b 3 B3 C3 D3 E3 F3 G3 H3 I3 2 E2 F2 G2 H2 19d 1 H1 19c 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 11 1 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J2 J1 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 10 11 2 3 4 5 6 7 8 19 20 1 2 3 4 5 6 7 28 29 30 1 2 3 4 5 6 7 8 9 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 1d 2d 3d 4d 5d 6d 7d 8d 9d J K L M N O P Q R S T U V W X Y Z A B C D E F G H I A2 B2 C2 D2 E2 F2 G2 H2 19d 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10 12 13 14 15 16 17 18 19 20 22 23 24 25 26 27 28 29 30 2 3 4 5 6 7 8 9 J L M N O P Q R S T V W X Y Z B C D E F G H I 10 15 16 17 18 19 20 25 26 27 28 29 30 5 6 7 8 9 J O P Q R S T Y Z E F G H I 10 18 19 20 28 29 30 8 9 J R S T H I J2

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J K L M N O P Q R S T U V W X Y Z A B C D E F G H I 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 19c

J1

J2

A2 B2 C2 D2 E2 F2 G2 H2 19d

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

J3

J3 A B C D3 E F G H3 I

A3 B3 C3 D3 E3 F3 G3 H3 I3

J3

3 E3 F3 G3 H3 I3 2 H2 19d J2

J3

A3 B3 C3 D3 E3 F3 G3 H3 I3

J3

3 H3 I3

Autobooks: New Estimate