Frequently Asked Questions

How do I create an Estimate?

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 (or apply a Deposit on it)!

 

Creating Estimates

If you're on your Dashboard

  1. Click on the Create New button
  2. Then select Estimate. This will take you to the New Estimate screen.

Alternatively:

  1. Go to the Estimates section
  2. Click on the New Estimate button. This will take you to the New Estimate screen.

Each section of the Estimate is broken down into detail below:

New_Estimate

 

Settings

Customize Estimate Style

  • Template - You can choose between Simple or Modern, for the option of having a logo in a corner, or a wide banner across the top of your Invoice.
  • Theme Color - This will change the color of your headings (e.g., Description, Rate, Estimate Number). It will also change the banner color at the top of your Estimate on the Modern template.
  • Font - You can choose between Helvetica (Modern) and Garamond (Classic). 

For the Client

  • Currency & Language - Here you're able to change the currency or language (either English or French) of the Estimate. 

 

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 with a single click. This allows the Client to confirm your quote so you can start invoicing them.

The Client's view of the Estimate will look similar to below: 

Client_Estimate 

To Accept an Estimate yourself, you can use the below steps: 

  1. Go to the Estimates section
  2. Check the box off next to an Estimate that has not been Accepted yet
  3. Click on the Actions button
  4. Select Accept and the Estimate will now be marked as Accepted

 

You can also add comments to an Estimate. Just click on the header above the Estimate, and scroll to the bottom to type a comment. This will send your Client an email with this new comment.

Estimate_Comments

 

 

Converting an Estimate into an Invoice

Once the Estimate has been reviewed by your Client, save time by instantly converting it to an Invoice. Here's how:

  1. With the Estimate open, click on the More Actions button
  2. Click on Convert to Invoice

    Convert_to_Invoice

  3. You will be taken to the New Invoice page, and you can finish building the rest of your Invoice
  4. Click Save (to save as a Draft) or click Send... to email it to your Client.  

 

Viewed Estimate Status

When you've sent an Estimate, you can find out exactly when your Client has viewed it (or not!) and you'll know exactly when to follow up with them.

Just click on any Estimate, and the header above tells you the status of the Estimate (Draft, Sent, Viewed or Invoiced). You can also view the whole history of the Estimate by clicking on the header. 

Estimate_Status_History

 

FAQs  

How do I copy/duplicate an Estimate?

  1. Go to the Estimates section
  2. Check the box off next to the Estimate you want to copy
  3. Click on the Actions button
  4. Then select Duplicate
  5. Finish editing the rest of your duplicated Estimate.

 

Can I revert a converted Invoice back into an Estimate?

You can delete the Invoice (Invoice section > check box off > Actions button > Delete) and make a new copy of the Estimate with the copy/duplicate steps above.