Instead of generating an invoice for an order, you can view or generate and order estimate.
- On the Module Menu, click Order Management and select Orders.
- The Orders sub-menu will expand. Click View Orders. You will be directed to the Order Management page.
- In the Order Management page, use the Orders section to search/filter orders by entering one or more details.
- Click .
- 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.
- In the expanded menu, click View Estimate.
- A PDF of the Order Estimate will be generated.