The Estimate detail page shows everything about a quote before it becomes an invoice. Use it to verify line items, status, and validity, then convert when approved.

What you see

• Header: estimate number and title with quick actions to Preview, Edit, and Back to list.
• Summary cards: customer name, total amount (currency from business/estimate), valid-until date, and status pill.
• Line items table: item name, quantity, price, and line total; notes section when present.
• Screenshot: Estimate detail header + summary cards.

Actions available

• Preview: opens the builder in preview mode to view/download/print/share/copy link (same controls as PDF, Export & Print(pdf-export-print)).
• Edit: opens the builder with existing data to adjust fields.
• Mark status: Mark Sent (from draft), Mark Accepted or Mark Rejected (from sent, not expired).
• Convert to Invoice: primary action; enabled for draft/sent/accepted and not expired.
• Duplicate: open a new estimate with all fields copied.
• Back: return to the Estimates list.

Status handling

• Supported statuses: draft, sent, accepted, rejected, expired, converted (stored in JSON once conversion happens).
• Status controls availability: sent/accepted/rejected need the estimate to be sent first; convert is blocked when expired.
• Expiry: based on valid_until; once past end-of-day it is treated as expired.

Totals, tax, and discounts

• Total comes from the saved estimate (subtotal + per-line tax). Currency follows the estimate/business profile.
• No payments are tracked here; outstanding is not shown until you convert to an invoice.
• Keep taxes on line items accurate before marking sent/accepted.

Payments

• Estimates do not record payments. Payment tracking starts after conversion in the invoice (see Payments & Status(payments-and-status)).

Convert estimate to invoice

1. Click Convert to Invoice on the estimate detail.
2. System calls to create a new invoice.
3. What carries over: customer/receiver details, items/quantities/prices/taxes, notes/terms, currency, template/branding data, and links back to the source estimate.
4. What changes in the invoice:
   • Invoice number is auto-generated (INV-<next> based on your business invoices).
   • Invoice date defaults to today; due date is empty; set it before sending.
   • Status starts as draft; payments/overdue tracking begin in the invoice.
   • Public sharing is off by default; enable it in the invoice if needed.
5. Post-conversion checklist:
   • Open the new invoice, confirm invoice number/date and due date.
   • Verify totals and taxes via PDF preview.
   • Add payment instructions, then send or share (see Create Invoice(create-invoice) and PDF, Export & Print(pdf-export-print)).
6. Finding the invoice: go to Invoices list and search by the new invoice number or customer; the estimate stores the converted invoice id in its data.

Common mistakes & troubleshooting

• Convert button disabled: estimate is expired or not draft/sent/accepted; update status/valid-until first.
• "Estimate already converted": a converted invoice id exists; open that invoice instead of reconverting.
• Invoice number/date missing after conversion: open the invoice and set them before sending.
• Totals look wrong: edit the estimate to fix line prices/taxes, save, then reconvert.
• Customer/item missing in detail: ensure the estimate was saved with those fields; re-open in Edit to re-save.
• Share/preview fails: regenerate from Preview; confirm you are signed in and the estimate exists.
• Auth or businessId errors: sign back in; ensure a Business Profile exists so conversion can create the invoice.