Creating estimates



With Zervant you can create and send estimates to your customers. Once the estimate is created and your customer approves it you can turn it into an invoice. However, please note that this service is only available in our Pro, Growth and Merchant Premium plans.

 
Creating an estimate
 
1. Go to the Estimates tab and click on Create estimate. All your created estimates will appear on the left side of the screen.



2. The estimate editor will open, where you can fill out the details and choose how you want to customise your estimate using the settings panel on the right side. When you are happy with the content, click Next and you will be taken to preview the finished estimate.



3. If you are happy with the estimate, you can approve and send it to the customer right away or save it as a draft in order to send it later.
 


If you want to change something, just press the
Go back button and you will be taken back to the editor.
 

Converting an estimate into an invoice
 
Once your customer approves the estimate, you can turn it into an invoice. Just select the estimate you want to turn into an invoice and click on Create invoice on the right hand side. This will lead you to the invoice editor, where you can edit the invoice before approving and sending it. To find out more about how to create and send an invoice click here.





Last Updated: Sep 18, 2019 11:10 AM

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