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 Send button.

Send Estimate Menu

Recipient

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

Select the Recipients bar to add additional recipients to the estimate.

A few things to know about sending an estimate to more than one recipient:

• While you can select multiple customers to share the estimate with, you are only able to select one contact method per customer. This means that you cannot send an order to multiple phone numbers/emails on the same customer

• All recipients will receive the same Subject and Message as it is written in the preview

• The correspondence with each customer will show as separate chats in the message center (no group messaging)

• Multiple recipients are not saved for the future. Sending an order, inspection, etc. will always default to sending only to the customer associated with the order, inspection, etc.

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 send the estimate to your customer.

Related Articles

• Create an Estimate

• Convert Estimates to Invoices

• Message Templates

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