Estimates
This screen displays the estimates for the current customer - or if there is no current customer, a Select button is allowing you to select a customer. See Concepts|Estimates for background.
The top half of this screen functions like a standard select screen. As well as by date, you can select by:
Status - this can be set to All, Cancelled, Completed, Finalised, In Progress or Invoiced
The item area displays the matching estimates. The column headers are self explanatory. Note that the Description column is always blank. You can click on any column header to sort by that column.
The bottom half of the screen displays the selected estimate, its line items, and the details of the selected line item.
Click here if you need information on the Items fields or Customer Notes tab.
The buttons are as follows:
New - create a new estimate
Edit - edit the selected estimate
Delete - delete the selected estimate - a confirmation window will appear
Finalise - change the status of the selected estimate to Finalised - a confirmation window will appear. Finalising the estimate locks it from any further changes. If you confirm the Finalise, then a print window will open allowing you to print or email the estimate.
Preview - download and display the selected estimate
Copy - copy this estimate to create another one
Invoice - generate an invoice from this estimate
Create/Edit Estimate
This is the window used to create and edit estimates.
The fields in the header are as follows:
Date - the date of the estimate - defaults to today
Title - enter a short useful description
Expiry Date - the date until which the estimate is valid
Notes - any pertinent notes - this will appear on the printed estimate
Low Total, High Total - the low and high total amounts for the estimate
Printed - this box will be checked after the estimate has been printed
Status - can be set to Cancelled, Completed, Finalised, In Progress or Invoiced. The initial setting is Completed. See the table below.
Clinician - set to the appropriate person
The fields in the Items tab are as follows:
Patient - this is a mandatory field
Product - this is also mandatory
Low & High Qty - the low and high quantities of the product
Fixed Price - the product's fixed price
Low & High Unit Price - the low and high unit prices
Low & High Discount - the low and high discount amounts
Print - this box is displayed if an item can be suppressed in the printed Estimate. This only applies to items with a zero Low and High Total
Low & High Total - these show the low and high totals
For details of the Customer Notes tab, see here.
| Status | Meaning | Set by |
|---|---|---|
| Cancelled | has been cancelled | manually |
| Completed | no further changes expected | initial default |
| Finalised | no further changes allowed | press Finalise |
| In Progress | still being worked on | manually |
| Invoiced | an invoice has been created from this | press Invoice |
Confirm Delete
When you press the Delete button on the Customers|Estimates screen, a confirmation window will appear.
Press OK to confirm or Cancel to abort.
Confirm Finalise
When you press the Finalise button on the Customers|Estimates screen, a confirmation window will appear.
Press OK to confirm or Cancel to abort.
Confirm Invoice
When you press the Invoice button on the Customers|Estimates screen, a confirmation window will appear.
Press OK to confirm or Cancel to abort.