Prepare a quote for the customer to review before you issue an invoice.

1. Create the estimate

Open Estimates and start a new estimate. Choose the customer and a template.

2. Add the offer

Enter the products or services, quantities, rates, tax, notes, and terms. Check the expiry date and total.

The estimate editor shows the offer, expiry date, total and document options.

3. Save and preview

Open Actions → Save, then Preview. Check prices, optional items, quantities, validity, and the approval flow.

4. Send for review

Choose Send separately. Review the recipient and message before confirming. After acceptance, check any linked invoice before converting so you do not bill the same estimate twice.