InvoiceSolved
Create invoice →
Estimates & Deposits

Create and send an estimate

Prepare an estimate, save it, and share the customer view.

01

Create the estimate

  1. Open Estimates and choose Create estimate.
  2. Add the client, dates, line items, and terms.
  3. Choose any supported acceptance, signature, or deposit options.
  4. Save and send the estimate using the available estimate actions.
Client acceptance, decline, and optional signature→Convert an estimate to an invoice→
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