How Do You Create and Manage Estimates and Sales Orders in Zoho Books?
Estimates and Sales Orders help manage the pre-invoice process—useful for quoting prices or confirming sales before fulfillment.
Create an Estimate:
Go to Sales → Estimates → + New → Add customer, items, and terms.
Convert to Sales Order:
After client approval, click Convert to Sales Order for inventory reservation or fulfillment tracking.
Convert to Invoice:
Once fulfilled, convert Sales Order to Invoice in one click.
Track Status:
Monitor estimate status (Sent, Viewed, Accepted) and sales orders (Open, Fulfilled, Invoiced).
Why This Workflow Matters:
Estimates and sales orders create a smoother sales process, reduce miscommunication, and allow control over order commitments before invoicing.
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