Paymo Help Center
English

How do I create an Estimate?

Learn how to create an estimate.

Andrei
Written by AndreiLast update 2 months ago

You can create an estimate by going to Accounting ā†’ Estimates ā†’ Add Estimate.

There you will need to add items to the estimate and save it. You can send it to the client by clicking on the Send button and select from the contact dropdown.

If an estimate is accepted by the client, you can turn it into an invoice by clicking on the Invoice button.

NOTE: You can also convert existing projects into estimates.

Did this answer your question?