September 17

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New Product – Estimates! Now LIVE!

By David Holland

September 17, 2024

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TLDR: New feature allows creating, sharing estimates with clients before final invoice; clients can accept/reject, estimates convert into invoices. How-to: Access estimates via Sub-account -> Payments, create estimate with business, customer info, send to client via email/SMS. Clients can accept/reject, marks as such. Convert accepted estimate to invoice. Track estimates in different stages, customize and track value. Feature built to enhance payment suite – create estimate, get document signed, send invoice.

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