TrueSum
TrueSum Help
Customers and sales

Create an estimate

Quote a job before you do it, with its own list, number and preview, and no change to any balance.

An estimate is a quote, which is what you propose to charge a customer. It is not a sale. It changes no account and no balance, and it has its own numbers, EST-1001 onward.

Create it

  1. Press the Estimates icon. New Estimate opens in the right sidebar. If an estimate is already open there, press + (New Estimate) at the top of the sidebar.
  2. Date starts as today. Press Customer and choose one.
  3. Estimate # is filled in with the next number.
  4. Press Expiry Date and choose the last day the quote stands. It is optional.
  5. Press Account 1 and choose the income account, such as Service Revenue.
  6. Press Amount and type the price, before tax.
  7. If the business charges sales tax, press Tax and choose the rate.
  8. Press Description and say what the line is for. It is printed on the estimate. With none, the account's name is printed.
  9. For another line, press + at Add split.
  10. Press Create.
The New Estimate form for Fernwood Brewing Co.: today's date, estimate number EST-1002, an expiry date a month on, Service Revenue at $3,200.00 with GST (5%) and the description Taproom wall mural concept, with Create ready to pressThe New Estimate form for Fernwood Brewing Co.: today's date, estimate number EST-1002, an expiry date a month on, Service Revenue at $3,200.00 with GST (5%) and the description Taproom wall mural concept, with Create ready to press

Notes is for you and is not printed.

After you create it

The estimate is in the list with its status, and Estimate Preview is under the form (see Preview, print or save an invoice as PDF).

The saved estimate EST-1002 in the Estimates list and the right sidebar: the Open badge, a total of $3,200.00 plus $160.00 equals $3,360.00, and the Estimate Preview under the formThe saved estimate EST-1002 in the Estimates list and the right sidebar: the Open badge, a total of $3,200.00 plus $160.00 equals $3,360.00, and the Estimate Preview under the form

The estimates list

The right sidebar is hidden in the picture. Status is Open, or Expired once the Expiry date has passed. The list has no filter box.

The Estimates list with two estimates: Fernwood Brewing Co., open, and Harbourline Physiotherapy, expired, each with Date, Estimate #, Amount, Tax, Total and ExpiryThe Estimates list with two estimates: Fernwood Brewing Co., open, and Harbourline Physiotherapy, expired, each with Date, Estimate #, Amount, Tax, Total and Expiry

Change, delete or invoice it

Open an estimate, change it and press Save. To delete one, press Delete Estimate and confirm. Undo brings it back (see Undo a change).

TrueSum does not turn an estimate into an invoice. When the customer accepts, create the invoice.

See who owes you

Each customer's balance, every invoice with its status, and the Customer Debt by Age and Customer Statement reports.

Add a vendor

Add a vendor in the sidebar, then fill in the address, reference and email you keep for them.