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".
Convert estimate to invoice
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'
Generate estimate from order draft
The estimate can be generated from Order draft by clicking "Generate estimate" option. The following options are available:
- Don't remove this draft after generating estimate - will keep the draft after generating the estimate.
- Do not use pro-rata on estimate items
- Allow client to accept estimate in client portal - when the estimate is sent, the client will be able to click "Accept the estimate" button in their client area. If the client accepts the estimate, HostBill will automatically create the order from the draft and change the status to "Invoiced"
- Send estimate to client - when on (by dafault is on) will automatically send the estimate to client and change the estimate status to "Sent"
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 estimate in PDF format
Download PDF option allows you to download pdf document representing this estimate. Generated document will use template set in Settings → Billing → Estimate customization