You can find this section in HostBill Admin → Payments → Estimates
To create a new estimate go to Payments → Estimates and click on the New estimate button. First, you will see a drop down list from which you need to choose a client for whom the estimate is created. Then, you need to add new product/service which is available in your storage or you can as well add products/services which aren't officially stated. It depends on you what proposal you want to make. Also, you have to add price and quantity.
Estimates have similar layout as Invoices. You are able to define taxes, discounts and estimate service costs.
Below estimate details you will find a list with added items. Adding new items and changes made to them are saved automatically. If you want to add item with reference to one of you services, click on "More options" next to "Add" button to bring forth the product selection menu.
Set Status option allows you to freely change estimate status. There are five statuses to choose from:
The Send option allows you to send selected estimates to clients (one by one or in bulk). Estimates that were sent using this option will automatically change their status to "Sent".
Estimates are sent using Client: Estimate email template.
Convert to invoice button allows you convert estimate to invoice. It means that this entry status will change to "invoiced" and new invoice with the same details will be added in your system. Invoice created from estimate starts with unpaid status.
If the estimate was converted into invoice, you will see the invoice link along with the message 'This estimate was converted to invoice: 01/01/2018'
If the estimate was converted into order draft, you will see the draft link along with the message: 'This estimate has order draft related to it: #1231'
The estimate can be generated from Order draft by clicking "Generate estimate" option. The following options are available:
Note:
If the admin generates the final order from order draft, and the order draft was used to send the estimate to client, the estimate’s status will also be changed to “Invoiced”.
If the admin tries to delete the order draft that was used to generate an estimate, they will be warned that the order is related to a sent estimate.
Download PDF option allows you to download pdf document representing this estimate. Generated document will use template set in Settings → Billing → Estimate customization
Apart from the options listed above you can perform following actions on your estimates: