Send an estimate

Estimates are quotes for future work. You send them to customers for approval. When a customer accepts an estimate, it automatically turns into an invoice. This saves you from typing the same details twice.

Steps

1. Go to More in the left icon rail, then Payments.
2. Select the Estimates tab.
3. Click New estimate.
4. Select the customer contact.
5. Add line items with descriptions, quantities, and prices.
6. Set a Valid Until date if you want the estimate to expire.
7. Click Send. The customer gets a link to view the estimate.
8. The customer can click Accept or Decline on the page.
9. If they accept, the estimate status changes to Accepted and an invoice is created.

Good to know

• Estimates do not charge the customer until they are accepted.
• You can track the status: Sent, Accepted, Declined, or Expired.
• If a customer declines, you can see the Decline Reason they provided.
• You can edit an estimate before it is sent.

Related

• Create and send an invoice
• Bill customers on a schedule