time-tracking

How do I create a project estimate and share it with my customer?

Zoho Books lets you create and send a quote/estimate for a job to your customer. To do this, you will have to create an estimate and associate it to the project. Here’s how:

  • Go to Time Tracking > Projects.
  • Select the project for which you want to create an estimate.
  • Click New Transaction from the top right corner of the page.
  • Select Create Estimate.
  • Enter all the necessary details.

Insight: In the new estimate page, you can include tasks by clicking the Include Tasks button at the bottom of the page.

  • Click Save.

Pro Tip: You can add the number of hours in the quantity field and the cost in the rate field of the item table.

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial

Books

VAT ready accounting
software for small
businesses.