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      Invoicing

      • Estimates

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Estimates

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Add a comment to an estimate

An estimate comment gives other staff more information about the estimate.

To add a comment, do this procedure.
  1. Select Financial.
    The Financial tab
  2. Select Estimates.
    The Estimates setting
    ezyVet shows the estimate records of your site.
  3. Find and select the applicable estimate record.
  4. Adjacent to Comments, select the plus button.
    The plus button that is adjacent to Comments
    ezyVet shows the New Comment dialog box.
  5. If necessary, select Office Use Only.
    The Office Use Only setting
    Note: If you select Office Use Only, ezyVet will make a private comment. If you do not select Office Use Only, ezyVet will make a public comment.
  6. Enter the applicable comments.
  7. Select Add.
    The Add button
    ezyVet shows a confirmation message:

ezyVet shows the added comment. The Public column identifies if the comment is a private comment or a public comment:
An added comment and the Public column
Parent topic: Estimates
Related concepts
  • Estimate statuses
  • Declined line items of estimates
Related tasks
  • Make an estimate (sales template method)
  • Send an estimate for a client's remote signature (email method)
  • Make an invoice from an estimate
  • Set the number of line items for new estimates
  • Find all estimates
Related information
  • Estimates troubleshooting
Procedure
ezyVet

Last updated: May 7, 2024

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Related Articles:

  • Estimates
  • Estimate statuses
  • Make an estimate (sales template method)
  • Send an estimate for a client's remote signature (email method)
  • Make an invoice from an estimate
  • Set the number of line items for new estimates
  • Find all estimates
  • Declined line items of estimates
  • Estimates troubleshooting

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