Estimates in Payments

What You Can Do with Estimates

• Create & share detailed estimates via email or SMS.
• Client interaction: Customers can accept or reject online (and you can mark responses manually if needed).
• One-click conversion: Convert accepted estimates into invoices.
• Clear visibility: Track Draft, Sent, Accepted, Declined, and Invoiced statuses.
• Brand & customize: Add terms, notes, branding, and custom values.
• Accurate totals: Dashboard totals can be shown in your account currency (helpful for multi-currency workflows).

Access the Estimates Section

1. Open Payments.
2. Hover Invoices & Estimates and select Estimates.

Create an Estimate

1. Click New and enter business/customer details, estimate number, and expiry date.
2. Add items and quantities. If needed, enable importing longer product descriptions in settings (for consistent item copy).
3. Add a Payment Schedule under Amount Due:
   • Choose percentage-based or fixed amount installments.
   • Set the first payment to trigger on acceptance or on a custom date.
   • Schedule remaining payments by interval or specific dates.
4. Add Attachments (up to 10 files, combined 20MB). Attachments are included only in the first email send.
5. Use Custom Values (and opportunities, if applicable) to auto-fill terms/notes and reduce manual typing.
6. Optional: enable auto-invoicing on acceptance:
   • Enable Send Invoice.
   • Select Direct Payment to redirect recipients to the invoice immediately upon acceptance.
7. Click Send to deliver by email or SMS. (You can also send from a contact record with details pre-filled.)

Client Interaction

• Clients can Accept or Reject the estimate online (rejections may include notes).
• You can manually mark the outcome if the decision happened offline (phone/in person).

Convert an Accepted Estimate to an Invoice

1. Open the estimate and click Convert to Invoice.
2. Review the invoice details and send it for payment (or use Direct Payment for immediate checkout).

Track & Manage Estimates

• Monitor statuses from the Estimates dashboard: Draft, Sent, Accepted, Declined, Invoiced.
• Use View History (⋯ menu) to see sent, edited, viewed, and signed events.
• Use notes and status changes to drive follow-ups and reduce stalled deals.

Estimate Templates

1. Go to Payments → Invoices & Estimates → Templates.
2. Create a New Estimate Template, then Save.
3. To reuse a proven layout, select a template and click Clone, then adjust details.