Instead of generating an invoice for an order, you can view or generate and order estimate.

  1. On the Module Menu, click Order Management and select Orders
  2. The Orders sub-menu will expand. Click View Orders. You will be directed to the Order Management page.
  3. In the Order Management page, use the Orders section to search/filter orders by entering one or more details.
  4. Click .
  5. The relevant searched/filtered results will appear in the Order list, choose an order and click the drop down arrow next to the order that you intend to view/generate an estimate.
  6. In the expanded menu, click View Estimate.
    • A PDF of the Order Estimate will be generated.