How to add a Markup on Estimate

Modified on Thu, 30 Nov 2023 at 01:05 PM

*** Available Only on Desktop ***

 Mark up the price on an existing estimate by dollar amount or percentage. 

Go to Sales > Estimate and create or view an estimate. Once you have added the line items click on "Set Mark up ” to apply to the overall estimate.

You can enter Markup value in % or $. Suppose you enter 5%, then your customer will see item price + 5% of the item price on the estimate and if you enter $5 then they will see item price + $5

Click Save as Draft or Preview to Save the Estimate

Now the Markup is merged to the item price on the estimate, but the Markup won’t be displayed to the customers.

 Here is a video showing how to do this.

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