How Do I Create an Estimate?

From your Invoice Maker account dashboard, you can make personalized and customized estimates with ease. Once you create your account, you can create your first estimate upon login.

To make an estimate, simply follow the prompts:

1. Click on Create
2. Select Estimate
3. Add all Pertinent Data pertaining to 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), it will automatically save in your Invoice Maker dashboard. After the estimate has been approved by your customer, you can use this saved data to create the supplemental invoice. The saved data will be found in the menu bar on the left-hand side of your dashboard.

After completing your estimate, you can Save, Preview, Download, or Send it.

When your customer receives your estimate, they can review, Approve, or Deny it. They can also download the estimate for their personal records.

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

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

You also have the ability to manually update the approval status of each invoice through your dashboard.  

As with your invoices, clients, and items, you can view all of your Estimates to the left of your Invoice Maker dashboard. 

Please note that an estimate is different from an invoice. An invoice will not be automatically generated after your customer approves an estimate. A separate invoice must be created upon approval of the estimated terms. You do have the ability to copy an approved estimate directly to an invoice. Find out how HERE.