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Invoicing

New Product - Estimates! Now LIVE!

What's New?
  • We are thrilled to announce the launch of our new Estimates feature!
  • This addition allows you to create estimates and share them with clients before sending the final invoice.
  • The clients can simply
    accept/reject
    this estimate
  • You can directly
    convert this estimate into an invoice
    and then send it with ease.
How to Use?
Access Estimates
  • Go to a
    Sub-account
    ->
    Select Payments
  • Click on
    Invoices and Estimates
    ->
    Select Estimates
Screenshot 2024-09-17 at 6
Create an Estimate:
  • To create an Estimate:
    Click on 'New' button
    and enter the details such as business information, customer information, Estimate number, Expiry
Screenshot 2024-09-17 at 6
  • Add products to the estimate and click on send
  • Send to Client: Review the estimate and send it directly to your client
    via email or SMS
    .
Screenshot 2024-09-17 at 6
image
Users/sender can accept/reject this estimate
  • Users can
    click on accept
    and this estimate will be marked as accepted
image
  • Users can
    click on reject, add notes
    and this estimate will be marked as rejected
image
  • Users can click on Mark as accepted/rejected if user has already confirmed on phone
image
Convert to Invoice
  • Click on sent invoice item
image
  • Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting
    create an invoice from the dashboard
    or opening the accepted estimate and then clicking on create an invoice.
image
Track
  • Keep a
    track
    of all the estimates that are in
    different stages
    : Draft, Sent, Accepted, Declined, Invoiced
  • Keep a
    track of value
    of estimates that are in pipeline from the cards on top of the dashboard
  • Keep
    track of notes
    added by users on the
    dashboard
    and
    within the estimate builder
image
Others
  • Customize: Customize the estimate by adding your company’s branding, terms and adjusting in settings.
Why We Built It?
The Estimates feature was built to complete the payment suite for all your business needs!
  1. Create an estimate
  2. Get a Document Signed
  3. Send an invoice
What's next?
  1. Estimates in Workflows
  2. Templates in Estimates