Estimates and Invoices are their own separate entities. You may use estimates and invoices independently from one another. You can also use estimates without ever connecting a Braintree account! Let's take you through what it's like to create a new estimate:
- Navigate to Sales >Estimates from the left navigation
- Once on the dashboard click on New and select Estimates
Select Client
- The next screen will have you select a client to create the estimate for.
- If the client is new, you can add them by selecting + New Client.
Edit Invoice
- At this point, you can start adding items to your estimate.
- The items can be existing services, or you can create new items to add to the estimate.
- You can also Edit the business address and info that you want on the Estimate.
- This is useful when you are running businesses from home and don't want to share your personal information.
- You can also modify the label of the Estimate (e.g., Quote) depending on how you refer to estimates.
Edit Items
- If you need to edit an item or add discounts or taxes to a line item, you can click on the 3 dots, also called "tri-dots", on the right of the item, and then Edit.
- In the following screen, you can edit the item details, i.e. name of item, description, quantity and prices. Discount by % or $ can also be applied to the item along with multiple taxes if applicable.
Term & notes
- Terms & Conditions
- To add your terms & conditions navigate to Settings > Payments > Invoice & Estimates > Customize the terms & conditions for your estimates
- Note to client
- Any notes for the estimate can be added in this field.
- If you have a general note that you would like to be sent on your estimates, you can save a note by checking the checkbox Save notes for future estimates.
- That will carry the same note over to any new estimate.
- To remove a 'saved note' > erase the note in the field (make it blank) > select the checkbox to save notes for future estimates > select save draft.
- Reopen the draft, the note to client field will be blank.
- Any new estimate note to client field will be blank.
- If you have a general note that you would like to be sent on your estimates, you can save a note by checking the checkbox Save notes for future estimates.
- Any notes for the estimate can be added in this field.
Review & Send
- Review estimate > select send, once complete.