Documentation

Estimates

Create an Estimate

Prepare an estimate that can later be approved and converted into an invoice.

Steps

  1. 1

    Open the Estimate Generator page.

  2. 2

    Fill in the same sender, client, currency, and line item details you would use for an invoice.

  3. 3

    Save the estimate to your account.

  4. 4

    Share the estimate through the client portal when client review is needed.

  5. 5

    After approval, open the saved estimate and convert it into an invoice.

Notes

Approved estimates keep their status history before conversion.

Converted estimates remain available for reference.