Estimates and Invoices
Create, edit and send estimates and invoices with Wiplist.
32 articles
Introduction to estimates
How to create an estimate
Estimate status options
Preview estimates
Send your estimate
Accepting estimates
Create a copy of an estimate
Changing client details on an estimate
Changing an estimate to another project
Creating an invoice from an estimate
Creating tasks from an estimate
Loading an estimate template
Saving an estimate template
Submitting an estimate for internal approval
Changing a price tiers
Applying a price adjustment to an estimate
Introduction to invoices
How to create an invoice
Create an invoice from an estimate
Invoice status options
Change an invoice to another project
Create a copy of an invoice
Updating contact details
Preview and send invoices
Invoice a percentage of an estimate
Invoice line items, or parts from an estimate
Deleting an invoice
Saving an invoice template
Loading an invoice template
Submitting an invoice for internal approval
Changing client details on an invoice
Applying a price adjustment to an invoice