How to View / Print Cost Status Report

Click “Reports” Click “Cost Status” Click “Print Report” To Review Hover your mouse over “Print Report” to save as .pdf or MS Word. Click “Send To Customer” to email the Cost Status Report.  Overview Clear Estimates allows you to keep track of invoices and payments for any project you work […]

How to Create A Payment / Receipt

Click “Reports” Click “Cost Status” Click “Add Payment” Choose From Payment Schedule, From Invoice, or Manual Click “Create Payment” Overview To log payments in Clear Estimates, head to Reports > Cost Status. This is where you can create / keep track of invoices and receipts for your project. To create […]

How To View Status of Sent Proposals / Invoices

Click “Projects” Click “Activity History” at the bottom of the page Overview So you’ve done the work creating your estimate – everything looks good, and you’ve emailed your proposal to your customer. Now you’re wondering – did they receive my email?  Fortunately, Clear Estimates makes it easy to check the […]