The Callaway Bank Digital Banking Guide Business

147

Autobooks Email an Estimate

Send an estimate to a customer via email. 1

2

5

4

6

3

7

Click the Invoicing tab. 1. Click the Estimates tab. 2. Click the estimate you would like to email.

3. Click the “Email estimate” link. 4. (Optional) Edit the recipient. 5. (Optional) Edit the subject. 6. Enter a message. 7. Click the Submit button.

Autobooks: Email an Estimate