View Estimates (How-To)

Once an estimate has been generated, it can be viewed from a couple of places.

 

View Estimates from Dashboard

  1. Find the reservation on the Dashboard in any of the reservation sections.

  2. Select the Actions button.

  3. Select View Estimate.

    Screenshot 2024-07-18 at 5.53.11 PM.png

 

View Estimates from the Reservation Details Page

  1. Find the reservation on the Dashboard in any of the reservation sections.

  2. Select the Actions button.

  3. Select View Reservation Details.

    Screenshot 2024-07-18 at 5.48.10 PM.png
  4. Click Estimate $ button in the upper right.

    Screenshot 2024-07-18 at 5.45.34 PM.png

 

View Estimates from Animal or Owner Pages

  1. Navigate to the Animal or Owner page. 

  2. Select the Reservations tab.

  3. Choose a Reservation from the list.

  4. Select the Actions button.

  5. Select View Estimate.

    Screenshot 2024-07-18 at 5.50.38 PM.png

To view an estimate from the owner's profile:

  1. Navigate to the Owner profile.

  2. Select the Invoices tab.

  3. Select the Estimates tab.

 

Allow Customers to View Estimates in Customer Portal

Left-hand Navigation: Admin » Customer Interaction Settings. 

Setting Description
Allow customers view estimates 

If enabled, customers will be able to view an estimate for their reservation from the customer portal.

If disabled, customers will not be able to view estimates from the customer portal.

 

Related Resources

Was this article helpful?

0 out of 0 found this helpful

Have more questions? Submit a request

Comments

0 comments

Article is closed for comments.