Somerset Trust Company Online Banking Guide for Businesses

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9. To add an additional product or service, click the “+ Add line item” link. 10. 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. 11. To edit sales tax, click the “+ Edit sales tax” link, click the toggle, enter the sales tax rate and click the “Save changes” link. 12. Check the box to apply sales tax. 13. (Optional) Enter a message. 14. Click the Send estimate button.

Autobooks: New Estimate

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