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      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. The client can then Accept the Estimate for approval before converting it into an Invoice, or you can go ahead and convert it yourself to start collecting payment (or apply a Deposit on it)!

       

      Create 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 (or Create New... then select Basic Estimate). This will take you to the New Estimate screen.

      Each section of the Estimate is broken down into detail below (or you can watch this video here):

      New estimate screen.

       

      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 Estimate.
      • 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.

      Accept an Estimate

      When you send an Estimate to your Client, they receive an email with a link to the Estimate and the primary Client will see a button to Accept it with a single click.

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

      Client Estimate view.

      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.Send message to client from estimate.

       

      Convert 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 InvoiceConvert to invoice button on estimate.
      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.See dropdown with the estimate's history.

       

      FAQs

      How do I copy/duplicate an Estimate?

      1. Go to the Estimates section
      2. Click on the Create New... button
      3. Select Create From Recent... 
      4. Choose the Estimate you want to copy
      5. Finish editing the rest of your duplicated Estimate.

      Alternatively, you can also check the box off next to any Estimate and click on Actions, then select Duplicate for the same result.


      How do I unaccept an Estimate?

      If an Estimate was mistakenly accepted, you'll need to duplicate the Estimate and delete the original one. Use the below steps:

      1. Go to the Estimates section
      2. Check the box off next to the Estimate you want to unaccept
      3. Click on Actions
      4. Then select Duplicate
      5. Save/send the duplicated Estimate as needed
      6. In the Estimates section, check the box off next to the original Estimate
      7. Click on Actions
      8. Then select Delete to delete the original accepted Estimate.

        

      Can I revert a converted Invoice back into an Estimate?

      You'll need to delete the converted Invoice first and then re-convert the Estimate again: 

      1. Go to the Invoices section
      2. Check the box off next to the converted Invoice
      3. Click on the Actions button
      4. Select Delete
      5. Go to the Estimates section
      6. Check the box off next to the Estimate you want to unaccept
      7. Click on Actions
      8. Then select Duplicate
      9. Save/send the duplicated Estimate as needed
      10. In the Estimates section, check the box off next to the original Estimate
      11. Click on Actions
      12. Then select Delete to delete the original accepted Estimate.
      13. You can now go back to the Estimate and re-convert it. 

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