To create a new Estimate, simply navigate to Office–>Billing/Payments–>Estimates, and click the + button



From this page, you have several fields and options to fill out to create your Estimate.



Title

This will be the name of the Estimate, which will be displayed in the table at Billing–>Estimate. The client will not see the title of an Estimate, it is only for admin reference.


Description

This will be the description of the Estimate, which will be visible when you view or edit the Estimate. The client will not see the description of an Estimate.


Assign Users/Circles

Use these fields to assign Contacts and/or Circles to the Estimate. If multiple users are assigned to one Estimate, when the Estimate is saved, multiple individual Estimates will be created, one for each user who is assigned to the original Estimate. This will ensure that each client receives their own Estimate, and the future payments can be tracked for each one accordingly.


Items

Use these options to add particular items to the Estimate. These items can be ones you have created and saved previously, or they can be new items. To add a new (non-saved) item, click the “Add New Item” button. This will bring up an overlaid box that will allow you to add a new item to the current Estimate, with the option to save the item for later use as well. When creating a new item, the required fields are Title, and Rate (numerical value). Additionally, you have the option to add a description for the item, as well as include a item-specific discount rate. Any discount that is applied here (either as a dollar amount, or a percentage) will only apply to this particular item, as opposed to the invoice as a whole.



When the item details are filled out the way you want, just click “Add” to save and add the item to the current Estimate.


To add a pre-existing item to the Estimate, you can use the “Add Preset Items” dropdown box. Just click the box to open the dropdown, and select your desired item to add. Clicking the item will automatically add it to the Estimate and it will be visible and editable in the table further down the page..


Discounts

Use these options to add particular discounts to the Estimate. These discounts can be ones you have created and saved previously, or they can be new discounts. To add a new (non-saved) discount, click the “Add New Discount” button. This will bring up an overlaid box that will allow you to add a new discount to the current Estimate, with the option to save the discount for later use as well. When creating a new discount, the required fields are Title, and Rate (numerical value). Additionally, you have the option to add a description for the discount.



When the discount details are filled out the way you want, just click “Add” to save and add the discount to the current Estimate.


To add a pre-existing discount to the Estimate, you can use the “Add Preset Discounts” dropdown box. Just click the box to open the dropdown, and select your desired discount to add. Clicking the discount will automatically add it to the Estimate, and it will be visible and editable in the table further down the page.


Taxes

Use these options to add particular taxes to the Estimate. These taxes can be ones you have created and saved previously, or they can be new taxes. To add a new (non-saved) tax, click the “Add New Tax” button. This will bring up an overlaid box that will allow you to add a new tax to the current Estimate, with the option to save the tax for later use as well. When creating a new tax, the required fields are Title, and Rate (numerical value). Additionally, you have the option to add a description for the tax.



When the tax details are filled out the way you want, just click “Add” to save and add the tax to the current Estimate.


To add a pre-existing tax to the Estimate, you can use the “Add Preset Taxes” dropdown box. Just click the box to open the dropdown, and select your desired tax to add. Clicking the tax will automatically add it to the Estimate, and it will be visible and editable in the table further down the page.


Currency

Use this setting to set the desired currency for the Estimate. New currencies can be created and managed by navigated to Settings–>Manage Content–>Manage Currency


Terms Of Use

Use this field to include any specific terms and conditions you would like your client to be aware of. Any text included in this field will be visible to your client when they view their Estimate. You can also set “default” text for this field by navigating to Office–>Billing/Payments–>Settings


Note

Use this field to include any notes that you would like your client to see. Any text included in this field will be visible to your client when they view their Estimate. You can also set “default” text for this field by navigating to Office–>Billing/Payments–>Settings


Allow Partial Payment

Check this box to allow clients to make partial payments on the Estimate (when/if the Estimate is converted into an Invoice). By default the box is unchecked, in which case the client is required to make payments in full on the assigned invoice.


Send Email

Check this box if you would like clients to be notified via email when you save this particular Estimate as Open. If unchecked, the client will not be notified via email about the Estimate, but they will still be able to view the Estimate by logging into their dashboard.


Estimate Number

Use this field to enter a custom Estimate number, if desired. This field is auto-populated by default in sequence, and it can be left alone if you have no objections to the Estimate number that is generated. If you desire to add a specific default prefix to your Invoice and Estimate numbers, this can be accomplished using the corresponding setting at Office–>Billing/Payments–>Settings


Due Date

Use this field to set the desired due date for the Estimate. This setting will determine when reminder email notifications are sent to the client.


When the Estimate is filled out to your liking, you have the option to either “Save as Open” or “Save as Draft”. Saving as Open serves essentially to save the Estimate as “active”, meaning that the Estimate will be visible to the client in their dashboard. Saving as Draft, on the other hand, will save your creation progress for the Estimate, allowing you to come back to it later to amend any settings. An Estimate that is saved as a Draft will not be visible to the assigned client in their dashboard. Additionally, a Draft Estimate cannot be converted into an Invoice.