Send a client a price before you invoice them. Estimates and quotes work the same way in the app.
If you don't see the option to create an estimate, you may require a higher subscription tier.
Create the estimate
In the main menu, tap Estimates
Tap Create new estimate or the + icon
Add a client
Select a client from your list, or tap + to add a new one
To pull details from your phone's contacts, tap Choose from contacts
Tap Save
Set the details
Tap Details to set the issue date, validity date, discount, shipping and delivery note
You can also add a header or note, and set the currency and language
Tap Back to return to the estimate
Add items
Tap + Add item
Choose items from your list, or enter the details for a new one
Tip: To change your VAT rate or VAT name, tap VAT and Settings in the pop-up window.
Optional: attach photos
Tap Attach photos
Take a picture or select one from your gallery
Add a name and description, then tap Add
Check and save
Tap Preview to see how your estimate looks
Tap Save
Note: your estimate gets its number once you're online. If you create it offline, the number is assigned as soon as you reconnect.
Didn't find what you were looking for? Contact our support team, and we'll sort it out for you.