Estimates

Add-on: Send Estimates.

An estimate is a price quote sent before the buyer agrees to the work. It is not a paid sale.

Use the Estimates tools to send it, see the buyer's answer, and take payment later.

Build the cart on Sell. Choose Estimate and give it a clear name. Check the items, price, and customer details.

Save and send it using the options shown. Check it in Estimates. Do not mark it paid just because it was sent.

Open Estimates. Search its name or use the status filter. Choose View to see the cart, customer, and answer.

Use Resend only after checking the recipient and the version you want them to receive.

Waiting Approval means the buyer has not answered yet. Approved means they agreed to the quote. Rejected means they did not agree. A Paid label on an estimate is not enough to prove that money was received. It can appear when the estimate is turned into an invoice or order.

Approval is not payment. Open the linked sale, invoice, or order and check its payment result. Creating an invoice does not take payment.

The buyer opens the estimate link. They can review the items and total, enter their name and email, and choose Approve or Deny.

Tell them to check the quote before they answer. Their answer is not a card payment.

Open the estimate and choose Pay Off. Check the cart and choose the payment method. Finish the sale steps.

Check the estimate's status and the payment record afterward. Do not charge twice if the result is unclear.

Find the estimate and choose Delete. Read the message before confirming. Check whether it has been approved or paid first.

Deleting an estimate does not refund a payment.