To show a client the possible cost of work, you can make an estimate. An estimate helps you to make sure that a client accepts the possible cost before you start the work. To make it easier to add items to an estimate, you can use a sales template.

1. Select Clinical.
   
   The left sidebar shows clinical records of your ezyVet site.
2. In the left sidebar, find and select the applicable clinical record.
   ezyVet shows the settings of the clinical record.
3. Select New Estimate.
   
   ezyVet shows the New Estimate screen.
4. In the EstimateName box, enter a name for the estimate.
   
5. Select Add Sales Template.
   
   ezyVet shows an Add Sales Template dialog box.
6. In the Template box, select the applicable sales template.
   
7. Select Add Template.
   
8. Select Save.
   
   ezyVet shows a confirmation message: