How to create an estimate in Wave Apps

Transcript of Video:

I want to show you how to create an estimate in Wave Accounting.

Let’s log on to Wave.

All right, so as soon as you log on to Wave, you are on the dashboard.

Now the estimates is located under the Sales Tab and then estimates.

The estimates are good if you have a business that you need to send proposals for or an estimate.

I have one client, he does the trash, junk removal and he uses these a lot and the one thing I liked the most is he uses it and then that’s how it tracks how many people said yes.

How many people he needs to follow up with.

He is thinking about it.

All right, so let’s go ahead and create an estimate.

Just click on that button and it gives them an invoice before it’s very similar.

You can change this estimate.

If you don’t like that.

You can call it proposal.

You can call it what have you.

And then you can also change the number.

If you wanted to do, well a lot of people, well I shouldn’t say a lot of people, but I recommend people do is use the year.

For instance, for 2017 when we get 17001 now if you’re sending out a lot of these, you probably can go out another digit then that tells you exactly how many you sent out for the year.

It’s just another little piece of information to keep track of.

We’re going to choose a customer will just choose Jon Jones for example.

Then the date, some having little pieces of information you can add like thank you for your business, know whatever you see fit and then you can choose to service or just again, choose the monthly accounting services for 500 and click save.

Now, the only thing I don’t like about us is we have this in an estimate, but the client can’t tell us whether or not they approve.

Let’s go ahead and see.

Let’s actually go ahead and use this.

Unfortunately, it is just the invoice.

They can print it or create a pdf for it.

But that is it.

What I would like to see as though there’s some approval like I agree to this invoice whenever you now.

But you can easily tell people is so the email whether or not you agree it’s not that hard, but I think it should just be right there.

It’d be great if they do approve, we can convert that to an invoice automatically.

Crazy idea. Right?

So that is it for creating an estimate and Wave Accounting, I hope you like this video. If you did give it a thumbs up. If you haven’t already, please subscribe so I can send you more videos like this and share this video with your entrepreneur friends. And until next time.

 

 


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