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How to Create an Estimate Linked to a Project

  1. Navigate to:
    Menu → Sales → Estimates

  2. Click on ➕ Create New Estimate

  3. Select the Customer from the dropdown.

  4. If the selected customer has any active projects, a second dropdown will appear just below to select the associated project.

    🚫 If no projects exist for that customer, the project dropdown will not appear.

  5. Fill in the required estimate details:

    • Items or services

    • Currency

    • Validity period

    • Notes or terms (if any)

  6. Click Save

🔁 How to View the Estimate Linked to a Project

After saving:

  • Go to Projects in the main menu

  • Open the project associated with the estimate

  • Click the Sales → Estimates tab within the project

  • You’ll now see the newly created estimate listed under this tab

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