Please Note: For this article, we will be referring to estimates. However, invoices can be inserted interchangeably wherever estimates are mentioned since sending estimates and invoices follows the same process.

Send an Estimate to the Customer

Open up the estimate you’d like to send to your customer. Select the Share button located to the right of the estimate title.

Select the share button within an estimate to share the estimate or invoice with the customer

Share Estimate Menu

Recipient

Select the method (SMS or Email) you would like to use to send the estimate to the customer.

Select SMS or Email in the share estimate menu

Customize Message

Customize the subject line and message sent to your customer.

Edit subject line and message to customer

Request Authorization

Select whether or not you would like to request customer authorization.

Request Authorization: Allow customers to authorize the estimate and work to be done
Request E-signature: Allow customers to electronically sign when authorizing estimates

Authorization options in the share estimate menu

Estimate Display Options

Select which information you’d like to include on the shared estimate.

Display Messages: Allow customers to view messages sent between them and the shop
Display Authorization History: Allow customers to view the authorizations made to this order

Display options in the share estimate menu

Customer Estimate Preview

Select Customer Estimate Preview to open a new tab to check that you’re happy with the estimate and message shared with your customer.

Send Estimate

Select Send when you’re ready to share the estimate with your customer.

Still have questions? Feel free to reach out to us through the chat icon. Thanks for reading!