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.

Review & Send

• Review estimate > select send, once complete.