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How to print or export estimates?

Follow the steps below to print estimates.

  1. From the Point of sale, create or retrieve an estimate.
  2. Click on the F3 Display button or hit F3 on your keyboard.
  3. The print preview window will appear. Click on the print button in the top left corner to print the estimate.

Pro tip

To directly print estimates without showing them onscreen, right-click the F3 Display button. To directly print them with a left-click, enable Option 41 - Reverse buttons for estimate display..

Export estimates

Follow the steps below to export estimates and save them on the computer.

  1. From the Point of sale, create or retrieve an estimate.
  2. Click on the F3 Display button or hit F3 on your keyboard.
  3. From the print preview window, click on the envelope icon in the top left corner.
  4. In the Export window, select the file format for the export using the Format drop-down menu. It can be PDF or Excel, for example.
  5. From the Destination drop-down menu, select the Disk file option.
  6. Save the document on your computer.

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