Creating an Invoice from an Estimate

You can easily make personalized and customized estimates from your Invoice Maker account dashboard. Once you create your account, you can create your first estimate upon login.

To make an estimate, follow the prompts:

1. Click on Create
2. Select Estimate
3. Add all Pertinent Data about the invoice 
4. Select a client from the Bill To dropdown menu
5. Enter the Item, Price, and Quantity of the products or services being invoiced
6. To add multiple items, click Add Item

You can add an Item Description, set the Tax, and allocate a Discount per item (if applicable).

Once you add the pertinent data to an estimate (client, product, taxes, discounts), that data will automatically save in 

your Invoice Maker dashboard. You can use this saved data to create the supplemental invoice after the estimate has been approved. You can find the saved data in the menu bar on the left-hand side of your dashboard.

Once your estimate is complete, you can Save, Preview, Download, or Send it.

Once sent to your customer, they will have the opportunity to review, Approve, or Deny the estimate. They can also download the estimate for their records.

If they Approve, they will have the option to electronically sign, or type their signature for approval. 

Once approved, the estimate status will automatically update from Unapproved to Approved in your Invoice Maker dashboard.

You can also manually update each invoice's approval status through your dashboard.  

Once an estimate is marked as "Approved," you can manually convert that estimate directly into an invoice. 

To convert an estimate directly into an invoice, follow the prompts:

1. Click on the Approved Estimate
2. Select Copy to Invoice
3. Confirm that you do want to copy the estimate to an invoice on the pop-up
4. The new Invoice will be created with all information from the approved estimate

Once your estimate has been copied to an invoice, you can Save, Preview, Download, Share the Link, or Send it.

*Please note that, per "good accounting practices," you cannot edit your invoice after downloading or sending it. You always have the ability to edit an invoice in its DRAFT state.