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Exporting Customers Invoices/Estimates/Payment to ZIP

Go to the customer profile and click on the tab you want to export data eq. invoices

Select status or just leave it All and click Submit. All invoices based on your selected options will be added to .zip file.

You can choose start and end date, the date is based on invoice/estimate/payment date

Link Estimate To Project

Go to Menu -> Sales -> Estimates and click Create New Estimate Select customer. A d...
Send Estimate to Email

Perfex have option to send this estimate to customer which is related. Also the PDF estimate will be...
Converting Estimate To Invoice

You can easely convert the estimate to invoice from the admin area.Open the estimate you want to con...
Create Estimate

To create new estimate go to Sales -> Estimates -> Create New Estimate or by clicking on ...
Converting proposal to estimate/invoice

To convert proposal to invoice or estimate select the proposal from the table and on the right side ...