5.1.1 Proposals
To create Proposal
- Step 1. Go to Proposals under the Sales module in the left sidebar -> Select New Proposal
- Step 2. Fill in the information and save
5.1.2 Estimate
To create estimate
- Step 1. Go to Estimates under the Sales module in the left sidebar -> Select Create New Estimate
- Step 2. Fill in the information and save
5.1.3 Payments
This screen manages payments generated from Estateflow Proptech/Invoices
5.1.4 Credit Notes
To create credit note
- Step 1. Go to Credit Notes under the Sales module in the left sidebar -> Select New Credit Note
- Step 2. Fill in the information and save