Frequently asked questions

Who is EstimatePaid for?

Contractors, freelancers, consultants and small service businesses who need to send estimates and invoices and keep track of who has paid.

How do my customers receive an invoice or estimate?

You email it from the app, or copy a private link and send it however you like. The customer opens it in their browser, with no account needed, and can download a PDF.

Can customers approve an estimate online?

Yes. A customer can approve or decline from the link you send, type their name and draw a signature. You are notified, and you can turn the approved estimate into an invoice in one click.

Can customers pay an invoice online by card?

Not yet. Online card payments are being built. Today you record payments yourself (cash, check, bank transfer, card taken elsewhere) and the invoice balance updates, including part payments.

Can I use my own logo and colors?

Yes. Upload a logo, pick an accent color and font, and choose from five layouts. The same design is used on the web page your customer sees and on the PDF.

Does it handle tax and discounts?

Each line can carry its own tax rate, and a document can have a percentage or fixed discount. Totals are calculated in whole cents so they always add up.

Can I send the same invoice every month?

Yes. Make any invoice recurring (weekly, monthly, quarterly or yearly). Each new invoice is created as a draft for you to check, or sent automatically if you prefer.

Is my data private?

Every business has its own private workspace. Other businesses cannot see your customers, documents or figures, and the links you send customers are long random addresses that you can switch off at any time.

Can I get my data out?

Reports export to CSV, and every invoice and estimate downloads as a PDF.

Can I add my team?

Not yet. Each workspace currently has a single owner. Team members are planned.

Something else? Contact us.