Customize Your Estimate

Your estimate will always include your business logo, name, and address as configured in your branding settings. 

Customize the following: 

Business address: This will be prepopulated with your account business address. Click Edit to alter it.

Estimate Label: The label which appears at the top of the invoice. You can change it to quote, for example. 

Currency: Currency will default to your account currency, but you can issue an estimate in a different currency if needed. 

Estimate Number: This counter automatically increments. Keep in mind that two estimates may not have the same number. 

Purchase Order: Optionally, use this to reference a shipping or purchase order. 

Issue Date: The date on which the invoice was issued. You can backdate it. 

Due Date: The date by which the estimate must be approved or rejected. The software can send reminders to help ensure that estimates are reviewed on time. 

Item List: This is the itemized section of the estimate. Add the products and services your client is being billed for. 

Terms and Notes: Add personalized notes to the client. 

Terms and Conditions: Your business terms and conditions, defined in your online payment settings. 

The grand total is automatically calculated, taking into account any taxes and discounts.