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Create and Send Estimates

Estimates are customer quotes. They can be drafted, sent, accepted, rejected, expired and converted into invoices.

Create an estimate

Section titled “Create an estimate”

Open Sales & Billing → Estimates and select Create Estimate.

Build the quote
  1. Confirm Estimate Date, Valid Until, Billing Location and Place of Supply.
  2. Select a customer or Walk-in Customer and review billing contact and GST details.
  3. Select Add Item and choose a Service, Product or Custom line.
  4. Complete quantity, rate, HSN/SAC, item discount and GST percentage as applicable.
  5. Add notes, terms and any approved overall discount.
  6. Review the subtotal, taxable amount, GST split, round-off and Estimated Total.
  7. Save as Draft, or choose Send when it is ready for the customer.

Send and capture a decision

Section titled “Send and capture a decision”

Open the estimate to print A4 or share it through the available WhatsApp action. Mark it Sent only when it has been delivered through the channel you used.

The customer-facing estimate link can show Accept Estimate and Reject Estimate. An authorized business user can also mark a draft or sent estimate Accepted, or mark an unconverted estimate Rejected or Expired.

After sharing, edit only to correct an agreed error and resend the updated estimate so the customer is not relying on an older total or validity date. Do not edit an accepted quote without confirming the change with the customer.

Convert to an invoice

Section titled “Convert to an invoice”

Open an Accepted estimate and select Convert or Convert to Invoice. Confirm the action, then open the resulting invoice to check its customer, items, tax snapshot and amount. Conversion locks further estimate changes.

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