Invoicing & Sales / Estimates
Quote fast. Win the job.
Send a sharp estimate while the customer is still deciding — and turn a yes into an invoice with one click, nothing retyped.
Strike while it’s warm
Build an estimate as fast as an invoice — same catalog, same tax math — and send it the day you scope the job.
One click to invoice
When the customer accepts, convert it. Every line carries over exactly — nothing retyped, nothing forgotten.
Know where every quote stands
Accepted, pending, expired — one list shows which jobs to chase and which to let go.
From yes to invoice
The yes becomes an invoice in one click
When the customer accepts, one click creates the invoice with every line, price, and tax carried over exactly. Scope changed during the conversation? Adjust the invoice before sending — the original estimate stays on file, linked, so both of you can see what was quoted and what was billed.
- Every line, price, and tax carries over exactly
- Edit the invoice after converting if scope changed
- The estimate stays on file, linked to its invoice
- Expired estimates close themselves out of your pipeline
How it works
Build the estimate
Pull items from your catalog or write lines fresh. Prices and tax calculate the same way invoices do.
Send and track it
Email it with an expiry date. Watch its status — pending, accepted, or expired — from one list.
Convert on yes
One click turns the accepted estimate into an invoice, every line intact. Adjust anything that changed, then send.
FAQs
Fair questions
Yes. Conversion copies every line, then the invoice is yours to adjust — change quantities, add lines, split out a deposit. The original estimate stays on file, linked and untouched.
No. An estimate is a quote, not a transaction — nothing posts to your ledger until it becomes an invoice. That keeps your income numbers honest while you’re still negotiating.
It’s marked expired and drops out of your active pipeline, so the list only shows quotes still worth chasing. If the customer comes back, duplicate it in one click and re-send with fresh dates.
Send your first invoice today
The Free plan includes 20 invoices and estimates a month — no card required.
More in Invoicing & Sales
It all posts to the same books
Invoices
Create a professional invoice in under a minute — your logo, your terms, tax handled — and let the reminders and the bookkeeping run on their own.
Learn moreCustomer Payments
Record payments — full, partial, or ahead of schedule — and the invoice, the customer’s balance, and your bank all update in the same moment.
Learn moreCredit Notes
Returns, make-goods, billing mistakes — issue a credit note that applies to an invoice or refunds cleanly, with the paper trail intact.
Learn moreReady to know your money?
We’re ready when you are. Free to start, up and running in minutes.