Send an Estimate for Approval

When you are done drafting up an estimate for a job, you can send the estimate to your client, and they will have the option to either approve and/or pay the estimate.

  • If they choose to approve it, the estimate status will change, and it will move from the Pending to the Done tab in your Estimates list.
  • If they choose to approve and make a payment, it will be automatically be generated as an invoice, in addition to moving to the Done tab.
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To send an estimate to your client, follow the steps below:

iOS and Android

  1. After creating the estimate, tap on the green next button to be brought to the preview & manage screen
  2. Tap Send to send the estimate to your client
  3. Once the client receives the estimate, they will be able to open it and mark it as approved. To mark the estimate as approved, they will tap Approve estimate
  4. Once they approve the estimate, it will take them to a payment screen that displays the status as Approved. They can enter their card (or PayPal) details to make a payment on the estimate if you have online payments enabled
    • If they choose to either pay it in full or make a partial payment, the estimate will automatically generate as a paid invoice in your Invoice2go account.
    • If they approve it but don't make a payment, the estimate will not generate as an invoice, but will still move to your Done tab in the Estimate List

Web 

  1. After creating the estimate, go to the Send tab and click on Send Estimate to email it to your client
  2. Once the client receives the estimate through email, they will be able to open it and mark it as approved. To mark the estimate as approved, they will click Approve estimate
  3. Once they approve the estimate, it will take them to a payment screen that displays the status as Approved. They can enter their card (or PayPal) details to make a payment on the estimate if you have online payments enabled
    • If they choose to either pay it in full or make a partial payment, the estimate will automatically generate as a paid invoice in your Invoice2go account
    • If they approve it but don't make a payment, the estimate will not generate as an invoice, but will still move to your Done tab in the Estimate List
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