Frequently Asked Questions

How do I create an Estimate?

Estimates allow you to create and send an estimated outline of your Items or Services to your Client for approval before beginning the work.  

 

How do I create an Estimate?

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.

 

How do I accept an Estimate?

You can send the Invoice by email with the Send... button. Then your Client receives an email with a direct link to the Estimate, and can Accept it with a single click.

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

Client_Estimate 

 

How do I convert an Estimate into an Invoice?

Once the Estimate has been reviewed by your Client, converting it into an Invoice is easy: 

  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.