Home → EstiMate Version 1 → General FAQ → What do I do in EstiMate when a customer has paid in full?

1.38. What do I do in EstiMate when a customer has paid in full?

What do I do in EstiMate when a customer has paid in full?

Nothing. When a customer has paid in full, we recommend a trip to Tahiti.

Seriously, do the following:
1. On the estimate screen click the print icon.
2. Select estimate.
3. On the 'print a report' screen select one of the full payment options from the 'estimate terms' dropdown list. For example: This estimate good for 30 days. Full payment due on delivery.
4. Print the EstiMate and have the customer sign it.
5. Convert the estimate into a job.
6. From the job screen click the print icon and choose 'invoice'.
7. Print the invoice and mark it paid.
8. Hand the invoice to the customer.
7. If exporting to QuickBooks or other accounting software on the 'Choose Export File/Type' dialogue box choose 'cash sales' from the Import Transactions Into QuickBooks As: dropdown list.
NOTE: You may also choose to skip step 7 and export to quickbooks and print the invoice directly from QuickBooks.