How Do I Create Estimates on iOS?

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.

Creating Estimates

You can create Estimates on iOS with these steps (or watch this video here):
  1. Once logged into your account, tap on More at the bottom
  2. Then tap on Estimates
    Estimate button.
  3. Next, tap on the + symbol (top right corner)
  4. Create your Estimate as usual (see How do I create an Estimate? for more details on each section)
  5. Tap on Add a Client and choose an existing Client by typing to search or fill in the blank fields to make a new one
  6. Next, if needed, adjust the Date of Issue and Due Date
  7. Add a Reference field (Purchase Order Number) if needed
  8. Tap on Add a Line to add your Items
  9. If needed, tap on Add a Discount
  10. If needed, tap on Add Notes and/or Add Terms to share more information with your Client
  11. When you're done, tap on Save at the top right corner
  12. To send the Estimate by email, tap on the Paper Plane symbol (in top right corner), or to save the Estimate as a draft, tap on the left chevron symbol (top left corner).
    Symbols for other options.
 
In the Estimates section, you can also check the status of your Estimates to see whether your Clients have viewed or Accepted an Estimate yet:
List of estimates and their statuses.
 

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.
To Accept an Estimate yourself, you can use the below steps:
  1. Tap on the Estimates icon at the bottom
  2. Tap on the Estimate you want to mark as Accepted
  3. Tap on the ... symbol at the top
    Options for estimates.
  4. Select Accept and the Estimate will now be marked as Accepted.
    Accept button.

Converting Estimates Into Invoices

Once the Estimate has been reviewed by your Client, converting it into an Invoice is easy:
  1. Tap on the Estimates icon at the bottom
  2. Tap on the Estimate you want to convert into an Invoice
  3. Tap on the ... symbol at the top
    Options for estimates.
  4. Select Convert to Invoice and resume with editing the Invoice as needed.
    Convert to invoice button.
 

Viewing Comments

Tap on the banner above any Estimate to view the history:
Banner at top of estimate to reveal comments and events.
This includes details on the Estimate, including comments between you and your Client:
Estimate with comments on it.