Greetings from Akounto Support!

To view estimate listing page, access the sidebar menu, select sales>estimates. Listing page will appear.

You can Export estimate (Export option will not appear, if there are no estimates on the listing page) and can create new estimate from the estimate listing page.

You can also switch between different submodules of the sale section- you can switch between invoices, estimates and recurring invoices.

All the estimates created till date will be available in descending order i.e. latest created will appear first. You can search the estimates based on the customer name also.

Quick filter will be provided for sorting estimates on the basis of: Approved, Converted to Invoice and Pending for approval.

Additional filters will provide the option to sort estimates on the basis of: Customers, Estimate Status, Date Range, Estimate numbers.

List view will have the column to showcase: Customer name and estimate number, Estimate date, Expiry date, Estimate status, Estimate amount, Email status (Sent/ Unsent) and Action items.

In case of Draft Estimate, Actions items will have options to: View, Edit, Send estimate, Download pdf, Approve and Delete.

In case of Approved and sent estimate, Actions items will have options to: View, Send estimate, Download pdf, Convert to invoice and Delete.

In case of Approved and unsent estimate, Actions items will have options to: View, Edit, Send estimate, Download pdf, Convert to invoice and Delete.

In case of Converted to invoice, Actions items will have options to: View, Send estimate and Download pdf.

In case of Rejected estimate, Actions items will have options to: View, Edit, Download pdf and Delete.

To convert estimate into invoice, access the sidebar menu, select sales>estimates>create new estimate. Perform all the steps for creating the estimate. Click on "Save draft". Click on "Approve". Once the estimate is approved, you can convert it into invoice by clicking on "Convert to Invoice" button.

Invoice template will appear in editable mode, with data autofilled from estimate.

All the fields are in editable mode. After updating the fields. Click "Save" and then "Approve". A success message will appear 'Estimate is converted to invoice'.

Convert to invoice view page will have the following action items: Send.

To delete an estimate, access the sidebar menu, select sales>estimate>select relevant estimate>actions items>delete

An alert message will appear 'Are you sure you want to delete estimate? You can retrieve this within next 30 days.' with ‘Cancel’ and ‘Delete’ buttons. Click 'Delete', a success message will appear ‘Estimate deleted successfully’.

Deleted estimates can be viewed at the bottom via ‘View deleted estimates’ button.

Deleted estimates screen will have information about: customer name, Estimate number, Estimate date, Amount, Restore period (Remaining number of days within which estimate can be restored) and action items.

Action items will have option to: View, Restore and Permanent delete

By clicking on "View", you will be able to view the deleted estimate. Two actions can be performed: 'Permanently delete' and 'Restore'. Click "Permanently delete", a popup will appear with cancel and permanent delete buttons. Click on "Permanent delete" button, the estimate will be deleted permanently.

If you click on "Restore", a popup will appear with Yes and No buttons. Click on "Yes" button, the estimate will be restored and visible on the estimates listing page.

If you click on "Restore" from the action items, a popup will appear with Yes and No buttons. Click on "Yes" button, the estimate will be restored and visible on the estimates listing page.

If you click on "Permanently delete" from the action items, a popup will appear with cancel and permanent delete buttons. Click on "Permanent delete" button, the estimate will be deleted permanently. 5. If these are deleted permanently, cannot be restored afterwards.


Estimates can be deleted in Draft and approved status.

Estimates which have been converted into Invoice can not be deleted.

To send estimate, access the sidebar menu, select sales>estimate>Create new estimate. After performing all the steps for create estimate, click on "Save draft".

Once the estimate is saved, you can send it from Akounto itself to your customer by clicking on 'Send' button available at the bottom of the estimate view page.

Estimate can be sent via email and link.

Send estimate via email : A popup will appear. Enter email address to whom you want to send the estimate, edit the subject if required, edit the description and click on the checkbox below if necessary. Click "Sent". A message will appear "Estimate sent successfully".

Send estimate via get download link : A link will be provided to download the estimate PDF. You can share this link via personal email or other communication modes.

Alternatively, estimate can also be sent from estimate listing page via action item against relevant estimate.

To make changes in estimate, access the sidebar menu, select sales>estimates>select the relevant estimate having draft status>Action items> edit

Estimate template will appear in editable mode and user can make necessary changes.

All the fields are in editable format and all items will be in editable mode. You can do any changes.

After all the changes click "Save draft". A success message will appear "Changes saved".

Alternative way to edit estimate, access the sidebar menu, select sales>estimate>Create new estimate. After performing all the steps for create estimate, click on "Save draft". Click on "Edit". Estimate template will appear in editable mode and user can make necessary changes. All the fields are in editable format. After all the changes click "Save draft". A success message will appear "Changes saved". Estimate can be edited till it is in draft status (before getting approved).

Scroll through the “Navigation menu”

Click on the “Sales” section

Navigate to “Estimates”

Click on the Create new “Estimate”

Select an existing customer or click on Create New Customer

Add all the required details

Select the “Customer Currency” from the “Currency drop-down” based on the customer region.

The created Estimate currency will show in the Customer’s currency.

To create an estimate, access sidebar menu, select sales>estimate>Create New estimate.

Estimate template will appear, select customer from drop down or create new customer by providing some details. If the customer already exists and you have selected the customer from the dropdown, then the currency field becomes disabled with the existing currency of the customer but if you are adding a new customer, then you can select the currency from the dropdown.

Select estimate date. Select the estimate expiry date from the dropdown which includes the following options: 30 days, 60 days, 90 days, 120 days and Custom. When you clicks on 30 days, the date after 30 days from estimate date will be populated. If you select custom from the dropdown, then a calendar will appear from where you can pick any date of your choice.

You can select an item from the item dropdown or can also add a new item. While adding a new Item you need to enter the item name, description, quantity, price and also select the account from the 'Select account' dropdown. Click on 'Add an item' button to add more items. Add tax (tax rates along with name will be displayed in the summary), discount if applicable.

While creating estimate, you can upload logo if not uploaded yet by accessing the 'Estimate title' section under Settings on Estimate template. Click 'Choose file', you will be able to choose any image from the device, then a popup will appear to let you to zoom in / zoom out or crop this image. After uploading the logo, a success message will appear 'Logo uploaded successfully.

Click "Save. Estimate number will be automated. Click "Save draft".

A success message will appear, ‘Estimate created’.

Estimate will be saved in ‘Draft’ status, with buttons 'Send', 'Approve' and 'Edit'.

While creating the estimate, you will be directed to fill the Business name first, then Country, Estimate number, Due date, Estimate date, Currency, Item, Quantity, Price, Select account, Terms and conditions. After filling all the details, click 'Save'. Estimate will be saved in Draft status.

After creating the estimate, you will get an email with a link to view estimate.

On clicking this ‘View estimate’ button, you will be able to see all the details from estimate and you will have an option to Approve it or Reject it.

Same status will be updated in Akounto at ‘Estimate listing page’ ‘Approved or Rejected’.

For approving the estimate, click the check box at the bottom ‘I agree’ and click Approve button. Once estimate has been approved, a success message will appear, 'Estimate approved' and a message will be displayed on the top of the estimate template: ‘Thank you Estimate has been approved successfully. We will share the final invoice shortly.’

If you want to reject the estimate, you will click on, ‘Reject’ button. A popup will appear ‘Are you sure you want to reject the estimate? Rejected estimate cannot be approved later’ with ‘Cancel & Reject’ buttons. Click, ‘Reject’, a success message will appear, ‘Estimate Rejected’.

If you have provided consent via verbal or any other mode, then you can approve estimate yourself too, by clicking on ‘Approve’ button. Once clicked on ‘approve’, a success message will appear, ‘Estimate approved’.

Approved and sent estimate view page will have the following action items: Send, Rollback and Convert to invoice.

Approved and unsent estimate view page will have the following action items: Send, Edit, Rollback and Convert to invoice.

Rejected estimate view page will have the following action items: Edit.