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Create an estimate the same way you’d create an invoice. Share it with the customer, and when they confirm, convert it into an invoice with one tap — no need to re-enter items. An estimate is a non-binding quote — it never touches your stock levels. Only once you convert it into an invoice does BillBasket deduct stock and treat it as a real sale.

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Understanding the fields

  • Customer — same customer picker as billing. Optional on an estimate, since you can quote a price before you’ve settled on who exactly it’s for.
  • Estimate number — generated automatically, separate from your invoice numbering.
  • Estimate date — defaults to today.
  • Valid until — an optional cut-off date shown on the estimate PDF. Leave it blank for “no expiry.” Setting it helps your reports flag quotes that have gone stale without a response.
  • Line items — products or services, quantities, and prices, entered the same way as billing. Unlike a purchase or invoice, estimate line items don’t ask for unit cost, batch, or serial number — those only get captured once the estimate becomes a real invoice.
  • Discount — a flat or percentage discount on the total, same as invoicing.
  • Status — moves through draft → sent → accepted → converted (or rejected/expired if it doesn’t go through). You don’t set this directly; it updates as you share the estimate and act on it. Only Convert to Invoice moves an estimate to converted — at that point it’s stamped with the invoice it became, and the line items, customer, and pricing carry across so you don’t re-type anything.
Once an estimate is converted, it stays linked to the invoice it created — editing it afterward won’t change the invoice. Make revisions before converting.

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See it on your device

A new estimate with a customer and one line item added — note there’s no cost/batch/serial column here, since those only get captured once this becomes a real invoice. Save & Convert in the top-right turns it straight into an invoice in one step.
Once saved, the estimate appears in the list with its own number and a Draft status — this status will move to sent/accepted/converted as you act on it.

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Try it: Sharma Kirana Store

1

Create an estimate instead of an invoice

Meena Devi wants to know the cost of a large festival order — several cases of Parle-G Biscuits, Tata Salt, and Amul Milk — before committing. Rajesh Sharma creates an estimate instead of an invoice.
2

Build the estimate like a normal bill

He adds the items and quantities the same way he would for billing, and shares the estimate with Meena so she can review the total.
3

Revise it if the customer asks for changes

Meena asks to drop the milk quantity, so Rajesh edits the estimate and shares the updated version with her.
4

Convert it to an invoice once agreed

Once Meena agrees to the revised price, Rajesh converts the estimate into a real invoice with one tap — the items carry over without needing to be re-entered.