Record Customer Authorization for an Estimate

  1. Recall Estimate unless it is already open and scroll to the bottom of the Estimate.

  2. Select Method of Authorization.

  3. Insert comments is applicable.

  4. Click on Authorize.

Any change to the Estimate will require you to record the customer authorization again.

Click image to see a larger view.


Related Topics

Recall an Estimate

Order Parts

Create and Manage Invoice