XFatora

Estimates

Prepare estimates with line items and convert them to invoices.

Estimates screenshot 1 Estimates screenshot 2 Estimates screenshot 3

What you can do here

  • Generate estimates with pricing and taxes.
  • Send estimates to customers for approval.
  • Convert approved estimates to invoices.

Before you start

  • CRM & Sales access is required.
  • Ensure tax and pricing settings are configured.
  • Confirm customer billing contacts.

Step-by-step

  1. Create a new estimate and add line items.
  2. Apply discounts or taxes as needed.
  3. Send the estimate to the customer for approval.
  4. Convert the approved estimate into an invoice.

Tips & Common mistakes

  • Keep estimate terms consistent with company policy.
  • Use templates to save time on repeated work.
  • Track expired estimates and follow up promptly.

FAQ

Can I revise an estimate?

Yes. Update the estimate and resend to the customer.

Do estimates affect accounting?

Estimates do not post to accounting until converted to an invoice.

Where do I see estimate status?

Use the estimates list and status filters.

Next steps

Invoices & Payments Credit Notes CRM & Sales Overview