estimates – Zistemo Knowledge Base https://zistemo.com/knowledge-base Zistemo is the smartest app for instant time and expense tracking. Boost productivity and save time with zistemo. Tue, 03 Aug 2021 10:03:49 +0000 en-US hourly 1 https://wordpress.org/?v=6.0.2 Statuses of Estimates https://zistemo.com/knowledge-base/content/statuses-of-estimates/ Tue, 28 Jul 2015 09:27:03 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=364 Estimates on zistemo can have following statuses.

1. Draft
2. Activated
3. Viewed
4. Replied
5. Accepted
6. Invoiced
7. Expired
8. Converted to Project

 

You can see the status of an estimate on the estimate grid:

1. Draft
This status appears if you click “Preview” after estimate creation:

2. Activated
This status appears if you click “Activate and Send” after estimate creation…

OR if you send to your client the “Draft” estimate or you “mark as activated”.

3. Viewed
If the client has opened (viewed) received the estimate in zistemo via the client’s account

4. Replied
If the client has replied (commented) on the estimate (more here).

5. Accepted
If the client has approved the estimate in zistemo via the client’s account

Or if you did it by yourself.   

6. Invoiced
If you have generated an invoice based on this estimate. Note: If an Estimate is already Invoiced then it can’t be edited anymore (neither changed back to activated nor approved).

 

7. Expired
The estimate is no longer valid, since the date of validity is expired.

8. Converted to Project
The estimate was converted to a project. You can convert an estimate into a project on the line end menu “Convert to Project”. Please note that you can only create 1 project out of 1 estimate (1-to-1 relation).

If you want to know which project it is you can review more details in the estimate history where you also see who converted the estimate and when.

 

]]> Video – How to create and manage Online Estimates on zistemo https://zistemo.com/knowledge-base/content/video-estimates/ Mon, 10 Aug 2015 13:16:58 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=484

]]> Invoice Time Format https://zistemo.com/knowledge-base/content/invoice-time-format/ Wed, 12 Dec 2018 10:54:15 +0000 https://moneypenny.me/knowledge-base/?post_type=ht_kb&p=6132 If you want to choose between decimal format (0,75) or time format (0:45) at the time entries in your invoices than follow the steps:

  1. Create an invoice
  2. Below the invoice intro, you can find the button “show more options”, push it
  3. Now you can choose the display hours in time format instead of decimal format

 

As well you can do it in the settings. Go to preferences than invoices and estimates. There you can find the option “display hours in time format instead of decimal format on invoices/estimates”.

]]> Estimates Report https://zistemo.com/knowledge-base/content/estimates-report/ Wed, 19 Jun 2019 07:46:49 +0000 https://zistemo.com/knowledge-base/?post_type=ht_kb&p=7241 In the Estimates Report you are able to see when, to whom and with which amount you sent/created estimates.

How to reach the report?
Simply follow the steps: Reporting -> Client Reports -> Estimates

Settings and customizing the report

First of all choose your preferred date range:

You can also sort after client

Furthermore you have the ability to sort for an specific estimate status and also if the estimate is expired:

You can mark this option, if you want to use the estimate currency – in the currency you created the estimate:

In the Estimates Report, you see following details:

  • Est# -> Estimate Number
  • Date -> The Date when you created the Estimate
  • Customer -> The Customer related to the Estimate
  • Title -> The title of the Estimate
  • Status -> The Status of the Estimate (for example: viewed)
  • Estimate Amount
  • Taxes -> Taxes which are included in the Estimate Amount

Furthermore, you can export or print your Estimates Report by clicking the related button:

Enjoy!

 

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