Planet Soho Knowledge Base/My Business/Estimates

Answered

How do I search for estimates?

PlanetSoho Support Team
asked this on May 17, 2011, 16:59

There are two different ways to search for your estimates in PlanetSoho:

  • Click on Invoicing on the top menu bar.
  • Click on Estimates on the right side of the page. This provides you with a list of all of your estimates; you can sort this list by clicking on any of the fields at the top of the list: No.NameDateTotal, or Status.
  • Select a contact from the left side of the page, then choose Estimates from the right side of the contact information page. This provides you with a list of all the estimates related to that contact; you can sort this list by clicking on any of the fields at the top of the list: No.NameDateTotal, or Status.
 
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