Send an estimate and turn it into an invoice

Agree the price with your client before you start, then bill them from the approved estimate in one click.

StepsCopy Anchor Link

1. Open Finance › Estimates and select Create Estimate.
2. Choose your client under Contact, or select New contact to add them.
3. Add your line items and set an expiry date, so the price is not open forever.
4. To take a deposit when they accept, open Deposit and schedule. See Deposits and payment schedules.
5. Select Send estimate. Your client gets a link where they can read it and select Accept. See Create and send estimates.
6. When the estimate shows as accepted, open it and select Convert to invoice.
7. Check the due date and totals on the invoice, then select Send Invoice. See Convert estimates to invoices.

You're done when the estimate shows as accepted and your client has an invoice for the same work.

Good to knowCopy Anchor Link

• Some estimates create the invoice as soon as the client accepts. Your client is told this before they confirm, so you do not need step 6.
• For an estimate with a payment schedule, you can bill one payment at a time. Open the accepted estimate and use the button for the payment marked Next to invoice.
• If the client wants changes before accepting, edit the estimate and send it again rather than changing the invoice later.
• Send your first estimate to your own email first. See Before you share with clients.

RelatedCopy Anchor Link

• Estimates
• Send your first invoice
• Estimate approval and signatures