Zoho Invoice

Help Docs

Back to Estimates Overview

Accepting an Estimate

Learn how your customers can accept an estimate via client portal or to manually update the estimate when your customer acknowledges.

Client Portal

Estimates can be accepted by your customers through client portal.

Marking an Estimate as Accepted

The estimate can be manually marked as accepted/declined by you on instruction from your client.

Estimate Accepted

Action on Acceptance

Automate the invoicing process after your estimate is accepted. You can choose to have the invoice created automatically and save it in draft or to directly send to your customers.


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