# How to Create and Send Estimates Using in GHL Customer Care > TABLE OF CONTENTS What's New? How to Use? Access Estimates Create an Estimate: Users/sender can accept/reject this estimate Convert to Invoice Track… - Source: https://docs.ghlcustomercare.com/docs/payments/invoices-and-estimates/how-to-create-and-send-estimates-using-in-ghl-customer-care - Section: Payments / Invoices & Estimates - Reading time: 1 min - Images: 10, each explained below --- **TABLE OF CONTENTS** - [What's New?](#whats-new)  - [How to Use?](#how-to-use) - [Access Estimates](#access-estimates) - [Create an Estimate:](#create-an-estimate) - [Users/sender can accept/reject this estimate](#users-sender-can-accept-reject-this-estimate) - [Convert to Invoice](#convert-to-invoice) - [Track](#track) - [Others](#others) - [Why We Built It?](#why-we-built-it)  ## **What's New?**  - We are thrilled to announce the launch of our new Estimates feature! - This addition allows you to create estimates and share them with clients before sending the final invoice. - The clients can simply  accept/reject  this estimate - You can directly  convert this estimate into an invoice  and then send it with ease. ## **How to Use?** ### **Access Estimates** - Go to a Sub-account -> Select Payments - Click on Invoices and Estimates -> Select Estimates ![Screenshot 2024-09-17 at 6](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906697/original/4iDRwJTvq3KG8ZYtl61ONnuZOXECOU24eQ.jpeg) **Access Estimates (image 1 of 10)** This screenshot appears in the "Access Estimates" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Go to a Sub-account -> Select Payments Click on Invoices and Estimates -> Select Estimates. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry. - Where to go: Go to a Sub-account -> Select Payments Click on Invoices and Estimates -> Select Estimates - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? ### **Create an Estimate:** - To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry ![Screenshot 2024-09-17 at 6](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906696/original/mzTO1YnsOF0euWT0oywMMcnZpt0Y0lReuw.jpeg) **Create an Estimate: (image 2 of 10)** This screenshot appears in the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. - What to fill in: To create an Estimate: Click on 'New' button and enter the details such as business information, customer information, Estimate number, Expiry - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? - Add products to the estimate and click on send - Send to Client: Review the estimate and send it directly to your client  via email or SMS. ![Screenshot 2024-09-17 at 6](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906695/original/HsB6j0eymE8lDG4fCzwSrC1l41G14O0Uag.jpeg) **Create an Estimate: (image 3 of 10)** This screenshot appears in the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Users/sender can accept/reject this estimate. - What to click: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Users/sender can accept/reject this estimate Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? ![Create an Estimate: (image 4 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906688/original/NGuK4JCPQyeCn09P-s03sMBbEWXGHeG4-A.jpeg) **Create an Estimate: (image 4 of 10)** This screenshot appears in the "Create an Estimate:" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Users/sender can accept/reject this estimate. - What to click: Add products to the estimate and click on send Send to Client: Review the estimate and send it directly to your client via email or SMS. - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Users/sender can accept/reject this estimate Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? ### **Users/sender can accept/reject this estimate** - Users can click on accept and this estimate will be marked as accepted ![Users/sender can accept/reject this estimate (image 5 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906692/original/1mVFnaw_U8etfLfIINiyZL8J9hHf8pJEnQ.jpeg) **Users/sender can accept/reject this estimate (image 5 of 10)** This screenshot appears in the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Users can click on accept and this estimate will be marked as accepted. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Users can click on reject, add notes and this estimate will be marked as rejected. - What to click: Users can click on accept and this estimate will be marked as accepted - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Users can click on reject, add notes and this estimate will be marked as rejected Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? - Users can click on reject, add notes and this estimate will be marked as rejected ![Users/sender can accept/reject this estimate (image 6 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906693/original/2UIhjV4ysOlb7JG3ZjTtQEF7MNci63vmAA.jpeg) **Users/sender can accept/reject this estimate (image 6 of 10)** This screenshot appears in the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Users can click on reject, add notes and this estimate will be marked as rejected. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Users can click on Mark as accepted/rejected if user has already confirmed on phone. - What to click: Users can click on reject, add notes and this estimate will be marked as rejected - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Users can click on Mark as accepted/rejected if user has already confirmed on phone Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? - Users can click on Mark as accepted/rejected if user has already confirmed on phone ![Users/sender can accept/reject this estimate (image 7 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906689/original/hC2x2Cp3oM8uF1cQwVEZe6ypD0bdz2tm5Q.jpeg) **Users/sender can accept/reject this estimate (image 7 of 10)** This screenshot appears in the "Users/sender can accept/reject this estimate" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Users can click on Mark as accepted/rejected if user has already confirmed on phone. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. - What to click: Users can click on Mark as accepted/rejected if user has already confirmed on phone - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? ### **Convert to Invoice** - Click on sent invoice item ![Convert to Invoice (image 8 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906690/original/_CBQ8DKjHtzz-gLRrO5Wh_p3DA_eQQJj4A.jpeg) **Convert to Invoice (image 8 of 10)** This screenshot appears in the "Convert to Invoice" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Users can click on Mark as accepted/rejected if user has already confirmed on phone. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. - What to click: Users can click on Mark as accepted/rejected if user has already confirmed on phone - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? - Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting  create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. ![Convert to Invoice (image 9 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906691/original/IkAojIbBURxokJT9IHRQx6iddxraBxcr6w.jpeg) **Convert to Invoice (image 9 of 10)** This screenshot appears in the "Convert to Invoice" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard Keeptrack of notes added by users on…. - What this covers: Convert to Invoice: Once your client approves the estimate, you can easily convert it into an invoice by selecting create an invoice from the dashboard or opening the accepted estimate and then clicking on create an invoice. - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard Keeptrack of notes added by users on the dashboard and within the estimate builder Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? ### **Track** - Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced - Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard - Keeptrack of notes added by users on the dashboard and within the estimate builder ![Track (image 10 of 10)](https://s3.amazonaws.com/cdn.freshdesk.com/data/helpdesk/attachments/production/155033906694/original/TGP8lYPQQDZn4ep7PPIKKEelcRvhNHHyFA.jpeg) **Track (image 10 of 10)** This screenshot appears in the "Track" section of "How to Create and Send Estimates Using in GHL Customer Care". The text alongside this image reads: Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard Keeptrack of notes added by users on the dashboard and within the estimate builder. This part of the guide covers 8 fields, listed below. Immediately after, the guide continues: Customize: Customize the estimate by adding your company’s branding, terms and adjusting in settings. - What this covers: Keep a track of all the estimates that are in different stages: Draft, Sent, Accepted, Declined, Invoiced Keep a track of value of estimates that are in pipeline from the cards on top of the dashboard Keeptrack of notes added by users on the dashboard and within the estimate builder - Fields: Access Estimates, Users/sender can accept/reject this estimate, Convert to Invoice, Track, Others, The clients can simply accept/reject this estimate, Get a Document Signed, Send an invoice - Controls: TABLE OF CONTENTS, Access Estimates, Convert to Invoice, Track, Others - Next: Customize: Customize the estimate by adding your company’s branding, terms and adjusting in settings. Full procedure: 1. What's New? 2. How to Use? 3. Why We Built It? ### **Others** - Customize: Customize the estimate by adding your company’s branding, terms and adjusting in settings. ## **Why We Built It?**  The Estimates feature was built to complete the payment suite for all your business needs! 1. Create an estimate 2. Get a Document Signed 3. Send an invoice --- Documentation for GHL Customer Care. Support: support@ghlcustomercare.com