Invoice description (EST Record)

Open: Estimating > Records > Enter New Estimate - Full | Invoice Description.

1. The Invoice Description shown is the stock Item Description entered on the stock code. This is entered here automatically when you select the stock code on the Main Details tab. The Invoice Description header changes to upper case to indicate there is text on the tab.

If you selected a stock code which has no Item Description, no text is entered automatically on this tab. The Invoice Description header remains in mixed case until you enter a description of the job being estimated.

2. Enter a full description of the job being estimated. The text you enter can be printed on sales orders Documents that state the quantity, description and price of goods and services ordered. They also specify agreed payment terms and discounts, delivery details and other agreements pertinent to the sale and its supply. and subsequent sales invoices Issued to your customers as requests for payment in respect of goods or services supplied..
3. To continue entering estimate information, select Analysis Codes.
4. To save your Estimate Details, click Save.