Estimates and invoices your clients receive

When you send an estimate or invoice, your client gets a link to their own page. They can read it, download it and act on it straight away, with no account. Knowing what they see helps you answer their questions.

What your client seesCopy Anchor Link

Both pages show your business name at the top and a From block with your details, so clients always know who sent it. They also show:

• the line items, taxes, discounts and one clear total
• the client's details under Bill To, with their tax ID when saved
• downloads of the PDF and any attachments you added
• the deposit and Payment schedule, when there is one

An estimate also shows the date it is valid until. An invoice shows the due date, what has been paid and the amount due.

How your client accepts an estimateCopy Anchor Link

1. They select Accept.
2. They type their full name in Your full name.
3. They read What happens next, which says you will be told and, if the estimate creates an invoice, that it is ready to pay.
4. They select Accept estimate.

You're done when the page says "Estimate accepted", you get a notification, and the estimate shows Accepted by with the name they typed. If an invoice was created, the page links to it.

If the estimate has signature blocks, each signer signs instead of typing a name, and Accept stays unavailable until everyone has signed. After that, they can download a signature certificate.

How your client declinesCopy Anchor Link

1. They select Decline.
2. They can add a note, such as why it doesn't work for them.
3. They select Decline estimate.

The estimate status changes to Rejected and shows their note.

How your client pays an invoiceCopy Anchor Link

The payment panel shows the ways you accept payment:

• Online, through an online payment provider such as Stripe, PayPal or Mollie.
• Bank transfer: they see your bank details and a Payment reference to copy, then select I've sent this payment once they have paid.

When an invoice has a payment schedule, the panel shows the Next installment with its amount and due date, and moves on after each payment.

You're done when the invoice shows as paid in Finance › Invoices. For a bank transfer, that happens once you confirm the money arrived. See Get paid by bank transfer.

Good to knowCopy Anchor Link

• "I've sent this payment" doesn't mark the invoice paid. You are notified and confirm it when the money arrives.
• If you have no payment method set up, the panel says online payment isn't set up yet and shows your email. Nothing is charged. Add one in Settings › Finance › Payments.
• Once an estimate is accepted or declined, the buttons are replaced by the outcome. If you change an estimate after sending it, send the new link.
• A paid, voided or canceled invoice still opens, but can't be paid.

RelatedCopy Anchor Link

• Estimates
• Deposits and payment schedules
• Payment integrations