Estimation History


From this page, you can view all Estimations generated. Apart from this it is also possible to Convert to order or invoice of an specific Estimation.


  1. To  view a Estimation directly type the Estimation No. in the search box.
  2. When the page opens it shows the list of Estimations.


How to convert Estimation in to order ?


1. Navigate to Menu > Transaction > Estimations

2. Select Estimation for which you want to convert to order

3. Click in convert to order Icon

4. Confirm to convert to order by clicking on yes

5. Enter instructions if any in Instruction page

6. Save and finish the flow


(Figure 1 - Estimation - Convert to order)


(Figure 2 - Confirm convert to order)


(Figure 3 - Instruction for order)


How to convert Estimation in to Invoice ?


1. Navigate to Menu > Transaction > Estimations

2. Select Estimation for which you want to convert to Invoice

3. Click in convert to invoice icon

4. Confirm to convert to Invoice by clicking on yes

5. Enter instructions if any in Instruction page

6. Finish the flow in payments page and Save


(Figure 4 - Estimation - Convert to invoice)


(Figure 5 - Confirmation to Convert to invoice)


(Figure 6 - Instructions page)


(Figure 7 - Payment screen for converting invoice)


(Figure 8 - Edit, Share or Print - Estimation history )


  1. The Estimations can also be edited, printed and Shared from the edit, print and share options provided at the bottom of the page.


  1. In case there is a long list of estimations, you can view the estimation directly without having to scroll through the list by typing the Estimation No. in the search box.