The Callaway Bank Digital Banking Guide

159

5

4

4. Make any necessary changes. For more information about editing an estimate, go to page 156. 5. After editing an estimate, you have a couple of options: a. Click the Send estimate button to send the invoice. b. Click the “Create invoice from estimate” link to create an invoice from the estimate. c. Click the “Preview estimate” link to see what your customer will see when receiving this estimate. d. Click the “Save to list” link to create the estimate, but not send it. e. Click the “Cancel estimate” link to cancel the estimate.

Autobooks: Edit an Estimate