Create and Manage Estimates
You can also send multi-package estimates to offer multiple items and services from one estimate. Note: Multiple package is a Square Invoices Plus feature.
Send an Estimate Online
Send an Estimate via the Invoices App
Create Estimates with Multiple Packages
Square Invoices Plus allows you to send an estimate with multiple packages that include groupings of items or services at accompanying prices, allowing a customer to choose which package they prefer to purchase. This allows you to spend less time sending multiple estimates for the same job and more time closing a sale.
To create a multi-package estimate:
Go to the Square Online Overview page and click Estimates.
Click Create estimate.
Fill out the customer information and estimate details. Click Next.
Enter the payment details and line items for the estimate.
Under ‘Add package’, click the + icon. Fill out an optional title and description. You can also duplicate or delete the package. Click Next.
Fill out communication options and preview the estimate. Click Send.
Note: You can send a minimum of two and a maximum of nine packages.
Convert an Estimate into an Invoice
Once an estimate is accepted by the customer, you’ll need to convert the estimate so the customer can pay.
Auto-convert accepted Estimates to Invoices
With Square Invoices Plus, you can opt to have your estimate auto-convert to an invoice once your customer accepts your estimate or save the invoice as a draft to send at a later date. If you choose to have estimates automatically converted to invoices, the invoice title and description will remain the same as the estimate, and the customer will be able to complete payment upon acceptance.