New

Published on:

December 26, 2022

By

Swipe Admin

Blog |

FAQs

|

Product FAQs

Create Estimate/Quotation on Swipe

Create an Estimate/Quotation on Swipe

Step 1: Go to Estimates > Select Create Estimate

‍

Here you can search for existing customers or add a new customer to whom you want to send the estimate

Step 2: Enter Date

The date should be the day you are creating the estimate.

Step 3: Add Reference

Step 4: Add product/Search existing product

Under product name you can search for existing product or add a new product.

Step 5: Choose show/Hide Description

Show description can be used if you want to show/hide description of the products in the estimate.

Step 6: Click on add new item

To add a new item, click on Add item.

Fill in other details like quantity, unit price, price with tax and discount in both percentage and rupees.

Step 7: Create & Edit notes as well as terms conditions.

Step 8: Save the estimate for later or print it immediately.

You can either save the estimate to work on it later or save and print it immediately.

Create invoice in 10 seconds

Sign Up for Free >

Featured Posts

What is E-Invoicing? Understanding Its Business Significance

HSN code compliance, FAQs for HSN Code Compliance

ICAI Introduces New Balance Sheet Format for FY 2024–25: What You Need to Know

What is Set Off and Carry Forward of Losses?

Evolving Landscape: What Does the Future Hold for Chartered Accountants in 2024?

Banking Laws Amendment Bill 2025: Full Overview & Key Changes

What Is Invoice Number?

How a D2C Brand Can Save Time Using Invoicing APIs: Real Use Cases