Estimates
Submitted by Guest on Sat, 10/08/2019 - 10:26
An 'estimate' is a quotation for work to be done and/or goods to be provided. You create and manage estimates using the Customer|Estimates screen. You can also access the estimates for the current patient on the Estimates Tab of the Visit Editor.
On the estimate you can provide, for each line item, an estimate of the fixed price and low and high limits for the unit prices and quantities.
The estimate can be printed and given to the customer. It can also be used to create the invoice for the services and goods quoted for.
By default, estimates expire after 30 days. This can be changed via the Estimate Expiry interval for the practice using Administration|Organisation|Practice.