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    ezyVet

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      Invoicing

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        Estimates

        • Find all estimates

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Estimates

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Find all estimates

You can use the Records dashboard to quickly and easily find all estimates of your organization.

To find all estimates, do this procedure.
  1. Select Dashboard.
    The Dashboard tab
  2. Select Records.
    The Records tab
    ezyVet shows the Records screen.
  3. Set the Record Type to Estimate.
    The Estimate record type
  4. If necessary, set applicable filters that ezyVet uses to show the records.
    The filters section of the Records dashboard tab
  5. Select Show Records.
    The Show Records button
ezyVet shows the estimates:
The sales estimates of the site
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
  • Add a comment to an estimate
Related information
  • Estimates troubleshooting
Procedure
ezyVet

Last updated: May 16, 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
  • Add a comment to an estimate
  • Declined line items of estimates
  • Estimates troubleshooting

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