Invoicing - Estimates

You can navigate to the Estimates page by going to Invoicing > Estimates.

How to view and manage your Estimates

The Estimates tab on the Invoicing page provides service-based business owners with the tools to easily create, manage, and distribute estimates for prospective customers, and view the status of those estimates at any given point in time.


How to create a new Estimate

To create a new estimate, click the [New Estimate] button at the top of the Estimates tab on the Invoicing page, and fill in the requisite information.

Once the Estimate has been filled out, you can then choose to send, save, or print the estimate, or convert the estimate into an invoice.


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