emberVetDocumentation

Estimates

Quote a client before the work, then turn the estimate into an invoice.

An estimate is a quote you give a client before doing the work — common for surgery, pre-purchase exams, or any larger job. It looks like an invoice but isn't a bill yet.

Prerequisites: the client exists; your services and prices are set up.

Create an estimate

  1. Go to Invoices → create a new document and choose Estimate.
  2. Select the client.
  3. Add the expected lines from your catalog.
  4. Add any notes that explain the quote.
  5. Save and send it like you would an invoice.

What can happen to an estimate

An estimate can be:

  • Accepted — the client agrees to go ahead.
  • Declined — the client says no.
  • Expired — the quote's validity has passed.

Turn it into an invoice

Once the work is done, convert the estimate into an invoice so it becomes a real bill. The agreed lines carry over; adjust them to match what was actually done before finalizing.

You'll know it worked when…

The estimate shows its status (Accepted/Declined/Expired) and, once converted, a matching invoice appears for the work performed.

Tip: Use an estimate to set expectations on price before the visit. It saves awkward conversations later and speeds up getting paid.

Next steps