Estimates & Invoices
Learn how to send estimates and invoices your customers
5 articles
- Deposits and Partial PaymentsHow to request a deposit/ partial payment from your customers.
- Optional Line Items on EstimatesLearn how to send an estimate with optional line items
- How to Export InvoicesLearn how to export your invoices from Boatyard to an Excel file
- Work Authorization for DiagnosticsHow to get work authorization before starting diagnostic work on a customer's boat
- How to Add a Discount to an OrderLearn how to apply a discount amount or percentage to an order