Order Estimates feature lets you create a sales quote without completing a transaction. This is helpful when customers want to see the total cost before purchasing or getting approval. Follow the step below:
From Dashboard, click the cart tab besides the bell button.
Click the Sale button near the search bar.
Choose Estimate from the dropdown.
Add items, customer information, discounts, and taxes as you would in a regular sale.
If you add a payment and click Complete Sale, the estimate will convert into a finalized sale.
To save an estimate for later, click the pause sign to suspend sale.
Select Estimate then estimate will be stored like a suspended sale.