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How to Create an Estimate
How to Create an Estimate

Use estimates, also known as quotes, or proposals, to send your clients an estimate of what a project or work is going to cost.

Invoicer avatar
Written by Invoicer
Updated over a week ago

Invoicer does more than just invoicing! You can also use it to create estimates. Create an estimate and send it to your client. Once approved, automatically create an invoice from it.

Read on to see how to create an estimate and turn it into an invoice.

Estimates are great for letting a client know the cost of a project before you start it and before they are invoiced for it.

How to create an estimate

Step 1: To create an estimate, click New Estimate in the sidebar menu or top-right when viewing the Estimates screen.

Now you will see the estimate editor where you can fill in all of the details:

Step 2: Fill in the estimate.

  1. If this is the first time using Invoicer, enter your details under the From section on the right and add your logo (optional). Just like the invoice editor, all of your information saves automatically as you type, so there is no need to click a save button.

  2. Choose a client or enter a client's details under the Billed To section.

  3. Select the Date Issued and Date Due if needed.

  4. Edit the Estimate Number if needed.

  5. Add an Item:

    1. Add an item name.

    2. Add an item description (optional).

    3. Add the item rate.

    4. Add the item quantity.

    5. Add the item tax (optional).

    6. Repeat as needed for more items.

  6. Add a discount (optional).

  7. Add Notes (optional)

  8. Add Terms (optional)

Step 3: Send the estimate

  1. Click the Send button.

  2. Enter the client's email if needed. Note, if the client already has an email it will populate the email field:

    (Watch out for your browser's autofill here as it can overwrite your client's name and email)

  3. Click Send in the bottom right and the estimate will send to your client. Your client will receive an email that looks like this:

  4. When your client clicks the View Estimate button, they are brought to the estimate stub screen where they can view and approve the estimate. Note, you can also approve the estimate from this screen:

  5. When the Approve Now button is clicked/tapped, the estimate status changes to Approved.

    Note, approved estimates can no longer be edited. If you need to make updates after an estimate is approved, create a new one.

  6. Once an estimate is approved, click Generate Invoice to create an invoice from it.

    When you click Generate Invoice, a new invoice is created using the info from the estimate, and you are redirected to the invoice editor, where you can make adjustments if needed.

Estimate settings

Default heading, notes, and terms

You can set the default heading, notes, and terms for your estimates in the estimate editor as well as the settings page.

Automatic invoice creation and sending on approval

(Note, this is a premium feature for Advanced accounts only)

Automatically create an invoice and have it sent to your client when this setting is turned on.

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