Estimates that turn into invoices
Send a clear estimate before the work starts. When your customer says yes, one click makes it an invoice.
Make an estimate
An estimate uses the same single form as an invoice: your details, your customer's, the line items and a note. The PDF is headed "Estimate", carries its own estimate number, and shows a "Valid until" date where an invoice shows a payment due date.
- Separate numbering. Estimates have their own number sequence, so they never use up invoice numbers.
- Live preview. The PDF updates beside the form as you type.
- The same layout as your invoices, with your logo, so the two look like they come from the same business.
Convert it when it is accepted
Open the estimate and choose Convert to invoice. Tidy Invoicer then:
- creates an invoice with the same customer, items and totals;
- gives it the next invoice number and today's date;
- marks the estimate as accepted, and links the two so you can always see which estimate an invoice came from.
Nothing is retyped, so the invoice cannot drift from what was agreed.
Keep track of what is open
Estimates and invoices live in one list. Filter it to estimates that are still waiting for an answer, or search by customer, number or purchase order.