How to create a cost estimate in the till
You can create cost estimates in the till, print them and send them by email to your customers.
How to activate the creation of cost estimates in the till ?
To activate this feature, you have to go to :
2 - Settings
3 - Cost estimate
There, you can activate the creation of cost estimates in the till and also activate the automatic sending of those cost estimates by email to the customer as soon as you save it in the software.
How to create a cost estimate ?
Once you have activated the option in Till>Settings, you will have a new tab on the left called New cost estimate.
You can indicate the name of the customer, and fill the cost estimate.
You can add services, products, treatments, loyalty cards, and gift cards, and you can discount an item or the whole amount of the cost estimate.
You can also add a note on the cost estimate that will also appear on the printed version.
Once you are done, you can click on Save or Save and print if you want to print the document.
How to modify a cost estimate and transform it into a receipt?
Once the cost estimate is saved, you will find it again in On hold > Cost estimate.
Once you click on it, you can :
- transform the cost estimate into a receipt and complete the sale
- modify the cost estimate and save it again (that won't send an email to the customer)
- print the cost estimate
- delete the cost estimate