An estimate (or quotation) is a price quote you give a customer before the sale. It does not affect your stock, your GST reports, or your invoice numbers — it is just a promise of price. When the customer agrees, you convert it into a real invoice.
Estimates have their own number series that starts with EST, for example
EST2025-26/0001.
See your estimates
Open Estimates from the sidebar. Each row shows the estimate number, its date, its status (Open, Converted, or Closed), and the total. Tap a row to open it.
Create an estimate
- On the Estimates list, click New Estimate.
- The editor opens titled Quotation / Estimate. Pick the customer.
- Add items, quantities and rates — the same line grid as an invoice.
- If you want the quote to expire, pick a validity date.
- Click Save (Ctrl+S).
Open, edit or print
Tap an estimate to open it. From the top of the detail screen you can:
- Edit — change it while it is still Open.
- Print — open the print preview to print or save it as a PDF. Choose the paper size (A4, A5 or a thermal width) the same way as an invoice.
- Delete — remove it. Its number is not reused.
Turn an estimate into an invoice
Open the estimate and click Convert to invoice. Yojika creates a proper sale invoice — with a fresh invoice number and the same items — and opens it. Once converted, the estimate is marked Converted and cannot be converted again.