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Create an Estimate

You can create a job estimate to send to any client in Invoice2go. The client will have the option to either approve or deny 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.

iOS and Android

  1. Tap the Add button
  2. Tap the Estimate option
  3. To rename the estimate, tap the Edit icon next to the name
  4. In the Bill to field, tap the Add client link to select a client
    • Tap the name of the client you want to add
  5. Tap the Add items link
    • Enter the item name, description, rate, and quantity
    • To add additional information, tap the More options link
    • Tap the Checkmark icon
  6. View the subtotal and total. To add a discount, tap the Add discount link.
  7. In the Payment Methods section, select payment options for the estimate
  8. To add a deposit request, tap the Add deposit request link
  9. To add photos to the estimate, tap the Add photos link
  10. Tap the Next button
  11. View a preview of your estimate
  12. To send the estimate, tap the Send button

Web

  1. Click the Create icon in the Navigation menu. Then select the Estimate option.
  2. In the Bill to field, click the Add client link to select a client
    • In the Client name drop-down menu, select the name of the client
    • Contact information displays automatically. You can edit the mobile number, email address, and billing address
  3. Click the Add items link
    • Enter the item name, description, rate, and quantity
    • To add additional information, click the TAX, days or hours, discount link
    • Click the Add button
  4. To select an expense, click the Expenses link
  5. To add photos to the estimate, click the Add photos link
  6. To add a comment, click the Add comment link
  7. To add a deposit request, click the Add deposit request link
  8. To preview the estimate, click the Preview tab
  9. In the Payment Methods section, select payment options for the estimate
  10. To send the estimate, click the Send tab. Then click the Send estimate button.
  11. To save the estimate, click the Save and close button
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