An estimate is a price you send before doing the work. It is not a bill and does not count as money owed.
Steps
- Start an invoice as normal and add what the customer is asking about.
- 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 the same record and generate the invoice. You do not retype anything.
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.