Estimates allow you to create and send an approximate outline of your items or services to your client for approval before beginning the work. Once the estimate is approved by the client, you can easily convert it into an invoice to start collecting payment.
Tap on Add aClient and choose an existing client by typing to search or fill in the blank fields to make a new one
Next, if needed, adjust the Date of Issue and Due Date
Add a Reference field (purchase order number) if needed
Tap on Add a Line to add your items
If needed, tap on Add a Discount
If needed, tap on Add Notes and/or Add Terms to share more information with your client
When you're done, tap on Save at the top right corner
Then tap on the paper plane icon in the top right corner to send the estimate by email, or tap on the left chevron icon in the top left corner to return to the Estimates page. Your created estimate will be saved as a draft.
In the Estimates section, you can also check the status of your estimates to review whether your clients have viewed or accepted an estimate yet:
Accepting an Estimate
When you send an estimate to your client, they receive an email with a link to the estimate and a button to accept it. Only the primary client can accept a proposal when viewing the estimate.
To accept an estimate yourself, you can use the below steps:
Tap on the Estimates icon at the bottom
Tap on the estimate you want to mark as accepted
Tap on the ... symbol at the top
Select Accept and the estimate will now be marked as accepted.
Convert Estimates Into Invoices
Once the estimate has been reviewed by your client, use these steps to convert it into an invoice:
Tap on the Estimates icon at the bottom
Then tap on the estimate you want to convert into an invoice
In the Estimates section, you can review your list of estimates. To sort them, tap on the up and down arrows to sort in ascending or descending order, or tap on the Sorted By bar above the list of estimates and select either:
Client
Estimate number
Status
Amount
Estimate date
Last updated
Tap on any estimate to access additional options:
Options (...)
Accept - Mark the estimate as accepted
Convert to Invoice - Convert the estimate into an invoice
Share as PDF - Send the estimate as a PDF through any app on your phone, or use AirPrint to print your estimate
Duplicate - Copy your existing estimate into a brand new estimate
Send Estimate - Tap on the plane icon to send the estimate by email
Edit - Tap on Edit to modify the estimate
Comments and History - Tap on the chat bubbles icon view the history of the estimate, including comments, and to send a comment of your own to the client
