Tell me about working with estimates and invoices

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When a customer asks you to bid on a project, you can create an estimate detailing the products or services that the customer wants and how much you intend to charge for them. You can print and mail this estimate to the customer, or send it by e-mail.

After the customer accepts your estimate, you can convert it directly to an invoice, without having to reenter the information. You can also create an invoice directly, without having first prepared an estimate.

Create or edit an estimate or invoice
Prefill information on an estimate or invoice
Add or edit an invoice item (discount, surcharge, or subtotal)
Apply an invoice item (discount, surcharge, or subtotal)
Hide or delete an invoice item
Convert an estimate to an invoice
Identify and charge reimbursable expenses
Create an invoice reminder
Prepare a printer to print a form
Print a form
Send a form by e-mail
Delete an estimate or invoice
What if something goes wrong? 


 

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