To create an estimate with Moon Invoice, follow the instructions below.
- Login to the Moon Invoice account
- Click on Sales Module
- Click on Estimates
- Click on the '+' sign
- Fill the mentioned estimate fields for creating a new estimate (choose customer name, mention date and items, select currency and shipping method, and address)
- Add products, add tasks
- Mention terms and conditions, describe notes
- Add an attachment
- Click on 'Save'
Here are the fields that are mentioned for the user to create an estimate