Can I use my own numbering system for estimations?
You can change the numbers without problems. When creating your next estimate, Momenteo will search for the highest number + 1.
How do I change the default text templates?
Go to your settings, then, under the Estimates tab, you will find "Text Templates". You can modify them directly.
Why are my text templates not added in my estimates?
- Go to your Settings.
- Click the Estimates tab and "Text Templates".
- You will then be able to choose which text template will be added automatically.
How do estimates work? ?
Send an estimate to detail your services and have your remuneration validated. This way, you'll be sure to be on the same page as your client before you get to work. The « Estimates » section allows you to create professional estimates and keep the reports for follow-up. When you win the contract, transfer the estimate to an invoice with a single click!
Edit my estimate information
- Go to « Settings » at the top right of your screen.
- Then click on « Estimates ».
- Enter your new personal information and click on « Save ».
Change my billing address on my estimates
- Go to « Settings » at the top right of your screen.
- Then click on « Estimates ».
- Enter your new billing address and click on « Save ».
Change preferences on my estimates
- Go to « Settings » at the top right of your screen.
- Click on « Estimates ».
- Then click on « Preferences ».
- Select the default Language, Currency, and Decimal Place from the drop-down list and click on « Update » to exit.