If you send estimates before locking in a job or sale, Payments Manager+ can help you skip the manual work. With one quick setting, any accepted estimate can automatically turn into an invoice — saving you time and helping you get paid faster. Here’s how it works and what you need to know:

What happens when an estimate is accepted?

When your customer accepts an estimate, PM+ will instantly create a matching invoice using the same items, adjustments, and total amount. Your customer will also get an email letting them know their invoice is ready to view and pay.

🧠  Things to keep in mind:

• • Auto Create Invoice on Accept has to be turned on before the estimate is sent.
  • The invoice will mirror the estimate exactly, so double-check the estimate before sending.
  • Need to update something after the fact? You can always edit the invoice once it’s created.

Set it up before you start

Before creating estimates, double-check that this automation is turned on:

1. Go to Invoices > Invoice Settings
2. Make sure Auto Create Invoice on Accept is enabled

Once that’s set, PM+ will handle the rest each time an estimate is accepted.

How it works: Step-by-step

Step 1: Create and send an estimate

Use the Estimates page in PM+ to add the services, pricing, and details for the job. Then send it to your customer for approval.

Step 2: Your customer accepts the estimate

They’ll receive the estimate by email and can accept it directly from the page linked in the email.

Step 3: PM+ automatically generates the invoice

Once accepted, a new invoice is created with the same items, totals, and adjustments as the estimate. You’ll see both the original estimate (now marked Accepted) and the new invoice in your account.
The customer will receive a separate email letting them know their invoice is ready.

Step 4: Get paid

Track the invoice in PM+ as usual. The customer can pay right from the invoice email — easy!