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.
Share Estimate Menu
Recipient
Select the method (SMS or Email) you would like to use to send the estimate to the customer.
Message Template
Select the Template dropdown to search and select a message template. Check out our help article Message Templates to learn more.
Customize Message
Customize the subject line and message sent to your customer.
Allow Online Payment
Select whether or not you would like to allow your customers to pay online by credit or debit card.
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
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 Inspections: Allow customers to view inspections on estimates and invoices
Display Authorization History: Allow customers to view the authorizations made to this order
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.
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