What You’ll Learn

‍How to create an estimate in Invoicer.ai and turn it into an invoice to improve your billing workflow.

Key Steps Covered

1. Create a new estimate and add the client details.
2. Add line items, pricing, and any taxes or discounts.
3. Send the estimate to your client for review.
4. Convert the approved estimate into an invoice.
5. Review the invoice and send it to your client.

Who This Is For

‍Freelancers, contractors, and small businesses who use estimates (quotes) and want a faster way to invoice once work is approved.