Somerset Trust Company Online Banking Guide for Businesses

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Autobooks New Estimate

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

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Click the Estimates tab. 1. Click the + New estimate button. 2. Select a customer or create a new one. For more information about creating a customer, go to page 106. 3. Use the drop-down to select a status. 4. Enter an expiration date. 5. Select a product or service or create a new one. For more information about creating a product or service, go to page 114. 6. Enter a quantity. 7. Enter a price. (The amount field will automatically populate.) 8. (Optional) Enter a description.

Autobooks: New Estimate