An estimate is a price you send before doing the work. It is not a bill and does not count as money owed.
Steps
- Press Create Invoice and add what the customer is asking about, the same as any other invoice.
- Press View Estimate.
- Send it to the customer.
The customer sees a page with the price on it. They do not need a login to open it.
When they go ahead
Open it from Invoices, then press Generate Invoice. You do not retype anything.
Sharing an estimate again later
You don't have to send it only when you first create it. Go to Invoices, open the row menu on the bill, and select Share Estimate. This opens the same link in a Send Estimated Invoice window, where you can copy the link or send it again over WhatsApp.
If they say no
Leave it. An estimate that is never accepted costs you nothing and does not appear in what you are owed.
If something goes wrong
If the customer says the link does not open, check you sent the whole link. These links are long and get cut off when pasted into some apps.