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A/R Intelligence
Sometimes customers want to know what the invoice is going to look like before they’ll agree to move forward. That’s why estimates on Invoiced let you create detailed quotes, capture approvals and collect up-front deposits.
Once the customer gets a look and gets any questions answered they can digitally approve the estimate and pay the deposit. With one click you can convert the remaining balance into a shiny new invoice.
Because our estimates format is based on our invoice format, it’s easy to include all the quote details that will ultimately show up in the invoice. That’s important because it keeps you and your customer aligned and minimizes the potential for sticker shock.
With a click you can send the estimate right to your customer. They can then review the estimate, ask questions, approve the estimate.
Want to collect a deposit at the time the estimate is approved? No problem. Want to require enrollment in AutoPay or up front payment? Our app has those options covered too. Getting ahead of your customers’ due dates is just one of the many ways we help you get paid faster.
Once the estimate is digitally approved by the customer and any required deposits paid you’ll be notified and will be able to see the approved estimate in your Invoiced dashboard. There you can instantly convert it into an invoice with one click.
Interested in learning how to automate your company's invoice-to-cash cycle?
